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

AI isnt just a buzzword in wealth managementits reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, ab

The wealth management technology landscape is moving fast from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this months news roundup, we dig into the big

AI isnt just taking notes anymoreits 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 tr

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,

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 manag

Estate planning may be one of the most overlooked areas of wealth managementbut thats changing fast, thanks to technology. In this episode of WealthTech Today, Craig talks with Steve Lockshin, found

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 Most firms still rely on cold outreach, mass lead-gen tactics, and outdated Find an Advisor tools that rarely convert.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

July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Streets $200 million investment in Wealthbox to AdvisorEngines new partnerships

Cerity Partners isnt just acquiring firms its building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, s