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 Most firms still rely on cold outreach, mass lead-gen tactics, and outdated Find an Advisor tools that rarely convert.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

Eight months after Bain Capitals acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience.

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