Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors

Ep. 315: November Wealthtech News

Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map

Ep. 313: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions

Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans

Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion

Ep. 308: September WealthTech News

Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen

Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney

Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline

Ep. 303: August News

Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks

Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces

Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla

Ep. 298: AI Is the New Rainmaker: Smarter Client Matching with Derek Notman of Couplr

Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves

Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow