The WealthStack Podcast

The WealthStack Podcast


Latest Episodes

The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke
October 03, 2025

Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isnt just adopting new tools, but ensuring they deliver security,

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki
September 19, 2025

As AI shifts from novelty to necessity in wealth management, the real unlock isnt shiny tools, its smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best acti

The WealthStack Podcast: The Strategy Behind Allworth’s 40+ AI Initiatives
September 05, 2025

As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are

The WealthStack Podcast: Breaking Through Advisor Tech Paralysis with James Cantwell
August 22, 2025

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time,

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook
August 08, 2025

What happens when an advisor leaves the safety net of a big broker-dealer to start freshand hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carn

The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence
July 25, 2025

In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisors tech stack. These tools promise to eliminate hours of

The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain
July 11, 2025

Advisors are drowning in meeting prep, notes and follow-upsbut what if artificial intelligence could give them those hours back and make their advice more personal? In this episode of The WealthStack

Unlocking Private Markets: How AssetMark Is Redefining Advisor Opportunity with Michael Kim
June 27, 2025

Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients portfoliosand AssetMark is betting big on that future. In this episode of The WealthS

The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish
June 13, 2025

Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office? In this

The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle
May 23, 2025

What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire? In this episode of the We