Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

Update: 2025-10-31

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The post Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout appeared first on and was written by Elana Iskowitz.

AI continues to dominate the wealth management conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that don’t build governance, data discipline, and […]

The post Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout appeared first on and was written by Elana Iskowitz.

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In Channel

Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

2025-10-31--:--

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

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

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

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Ep. 308: September WealthTech News

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

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

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

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

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

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

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

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

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

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

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Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood

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Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

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Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

#box-pro-ellipsis-176199512197150{-webkit-line-clamp:2;}Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout

Craig Iskowitz

Ep. 312: October WealthTech News: AI Note-Takers, Platform Power Plays, and a Fidelity Fallout