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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
303 Episodes
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The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]
The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
The post Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners appeared first on and was written by Elana Iskowitz.
Wealth management is undergoing a massive transformation, and few people have had a front-row seat quite like Rob Heyvaert. As founder and managing partner of Motive Partners, Rob has spent decades re-engineering the “plumbing” of financial services while also backing some of the most successful wealthtech firms in the world. In this conversation, Rob lays […]
The post Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners appeared first on and was written by Elana Iskowitz.
The post Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline appeared first on and was written by Elana Iskowitz.
AI isn’t just a buzzword in wealth management—it’s reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, about how AI is moving beyond simple automation to deliver faster underwriting, smarter lead matching, and more personalized customer experiences. Katie shares how iPipeline leverages its […]
The post Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline appeared first on and was written by Elana Iskowitz.
The post Ep. 303: August News appeared first on and was written by Elana Iskowitz.
The wealth management technology landscape is moving fast — from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this month’s news roundup, we dig into the biggest stories shaping the advisor tech ecosystem and what they mean for firms trying to scale efficiently. We cover new partnerships, funding announcements, and platform […]
The post Ep. 303: August News appeared first on and was written by Elana Iskowitz.
The post Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks appeared first on and was written by Elana Iskowitz.
AI isn’t just taking notes anymore—it’s running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key Takeaways From note-taker to operating system – Why the […]
The post Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks appeared first on and was written by Elana Iskowitz.
The post Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai appeared first on and was written by Elana Iskowitz.
In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling “agentic” AI workflows, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs into the real-world operational challenges […]
The post Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai appeared first on and was written by Elana Iskowitz.
The post Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces appeared first on and was written by Elana Iskowitz.
AdvisorTech is booming — but is it moving in the right direction? In this episode, Craig Iskowitz talks with Michael Kitces about the latest Kitces Advisor Tech Study, the future of AI in wealth management, and why so many advisor-built software companies never scale. They also break down the ever-growing AdvisorTech Map and what the […]
The post Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces appeared first on and was written by Elana Iskowitz.
The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
Estate planning may be one of the most overlooked areas of wealth management—but that’s changing fast, thanks to technology. In this episode of WealthTech Today, Craig talks with Steve Lockshin, founder of RIA AdvicePeriod and co-founder of Vanilla, about how AI is transforming estate planning, why most advisors are still reactive instead of proactive, and […]
The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.
The advisor-client matchmaking process is broken. Most firms still rely on cold outreach, mass lead-gen tactics, and outdated “Find an Advisor” tools that rarely convert. In this episode, Derek Notman, founder and CEO of Couplr, joins the show to explore how his platform is reimagining the experience with psychology-driven matching and how AI is reshaping […]
The post Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr appeared first on and was written by Elana Iskowitz.
The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by Elana Iskowitz.
July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Street’s $200 million investment in Wealthbox to AdvisorEngine’s new partnerships and a surge of AI integrations from Otter.ai, Zocks, and others, the industry is moving fast. Here’s what RIAs and wealth managers need to know—and why AI strategy […]
The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by Elana Iskowitz.
The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by Elana Iskowitz.
Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […]
The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by Elana Iskowitz.
The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.
Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […]
The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.
The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written by Elana Iskowitz.
In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […]
The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written by Elana Iskowitz.
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […]
The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]
The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.
The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.
In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […]
The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]
The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.
The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.
Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal […]
The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.
The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.
Arnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking. […]
The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.
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