Zero Basis Points

In Episode 23 of Zero Basis Points, Haik Sahakyan and George Guidotti welcome veteran wealthtech journalist Davis Janowski to discuss the evolving wealth management technology landscape.They explore the growing AI hype, the challenges advisors face in navigating new technology, and the future of the wealthtech ecosystem. The conversation also touches on custodian innovation, advisor growth, and how AI could help make financial advice more accessible. 

In Episode 22 of Zero Basis Points, Haik Sahakyan and George Guidotti return to catch up on the latest news across wealth management.The conversation moves from recent industry headlines and the Wealthies to a broader discussion about growth, capacity, and what AI is actually useful for today. They also share their take on Claude for Financial Services and why the real value of AI may come down to what it can actually get done.

In this episode, Haik Sahakyan and George Guidotti sit down with Javier Flores to talk about how wealth management firms can move from legacy systems to AI orchestration and agents that actually execute work across the tech stack. They unpack what gets in the way, why legacy technology still matters, and what it will take for agentic workflows to work at enterprise scale. A candid look at where the industry is today and where it may be heading next.

In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management.They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.

In this episode, Haik Sahakyan and George Guidotti sit down with Mark Heynen and James Cantwell from the AI for Advisors Podcast for a special crossover episode. We went straight at the questions wealth management can’t dodge anymore: the real bottlenecks slowing AI adoption, why “vibe coding” won’t magically replace wealthtech, and what “agents” actually look like when they’re executing across systems, plus a lot more. A candid, no-spin conversation on what’s real, what’s hype, and what adoption looks like in practice.