In an industry where technology adoption can make or break an advisory practice, Ceteras head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. Fr

The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters mostcultural fit. Allen Darby, CEO of

AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisorswithout breaking workflo

In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that

What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platformfrom propo

In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly

Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore th

Arnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen r

Rafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google

James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to prop