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

When a financial planning software becomes so successful that its used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who mad

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,