The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial appeared first on and was written by Elana Iskowitz. How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor

The post Ep. 316: Active Research Meets Passive Wrapper: The AI Revolution ETF Playbook with Cullen Rogers, Wedbush Fund Advisors appeared first on and was written by Elana Iskowitz.Inside the AI Revolution: Cullen Rogers on Building the AI30 and the Fu

The post Ep. 315: November Wealthtech News appeared first on and was written by Elana Iskowitz.In this episode of the WealthTech Today podcast, we break down the most important wealth-management technology news shaping the industry. From major acquisiti

The post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.Artificial intelligence is changing how financial advice is delivered

The post Ep. 313: 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 conversationbut the story isnt just about innova

The post Ep. 311: AI Advisor Growth Strategies: Building an Intelligent WealthTech Flywheel, with Christian Mitchell, Cetera Solutions appeared first on and was written by Elana Iskowitz.Christian Mitchell, President of Cetera Solutions, joins Craig Isk

The post Ep. 310: Set It, Forget It, Dont Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans appeared first on and was written by Elana Iskowitz.Two-thirds of Americans dont have an estate plan.

The post Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion appeared first on and was written by Elana Iskowitz.Orion has quietly crossed a staggering milestone: more than $5 trillion in asse

The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platforms, and

The post Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen appeared first on and was written by Elana Iskowitz.When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering: what