PODCAST

WealthTech Today

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

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All Episodes

Ep. 321: Why Entrepreneurial Advisors Need a...

WealthTech Today ·

2025/12/23

The post Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners appeared first on and was written by Elana Iskowitz.Growth in wealth management doesn’t come from chasing every trend—it comes from clarity. In this episode of WealthTech Today, we sit down with Andree Mohr, President of Integrated Partners, to unpack how entrepreneurial advisory firms think differently about growth, technology, and execution. From CPA-driven referral

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Ep. 320: No Country for Old Prompts: How Wealth Firms...

WealthTech Today ·

2025/12/18

The post Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset appeared first on and was written by Elana Iskowitz. AI has moved from experimentation to expectation inside wealth management firms—but execution remains uneven. In this episode of WealthTech Today, sit down with Dr. Kelly Wagman, Director of AI Business Enablement at Cresset, to discuss what it actually takes to deploy AI responsibly at scale. From governance and adoption to

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Ep. 319: When Culture Becomes a Superpower: Inside a...

WealthTech Today ·

2025/12/11

The post Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group appeared first on and was written by Elana Iskowitz.The RIA industry is in the middle of a structural shift: accelerated consolidation, the rise of advisor-facing AI, and escalating expectations around scale, service, and planning depth. Few firms sit at the intersection of all three trends the way The Mather Group does. In this episode, CEO Jennifer des Groseilliers

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Ep. 318: From Dream Demo to Migration Nightmare: 5...

WealthTech Today ·

2025/12/05

The post Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera appeared first on and was written by Elana Iskowitz.Understanding How Wealth Firms Get Platform Implementations Wrong Most firms don’t realize how costly a platform decision can be until they’re deep in an implementation and discovering what the vendor didn’t tell them. By then, it’s late, expensive, and full of friction. In this episode, industry expert and Senior

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Ep. 317: The RIA Playbook for a Data-Driven,...

WealthTech Today ·

2025/11/25

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 Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that

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Ep. 316: Active Research Meets Passive Wrapper: The...

WealthTech Today ·

2025/11/20

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 Future of ETFs Artificial intelligence is reshaping investment flows faster than any other theme in modern markets, and ETF issuers are racing to keep up. But what does it actually look like to build an investable AI strategy backed by deep research

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Ep. 315: November Wealthtech News

WealthTech Today ·

2025/11/18

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 acquisitions in private-market infrastructure to breakthrough planning-software integrations, these updates highlight how rapidly the ecosystem is evolving. Whether you’re an RIA, broker-dealer, or vendor, these shifts have direct implications for client

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Ep. 314: Advisor Intelligence in the Age of AI: The...

WealthTech Today ·

2025/11/07

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 — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we

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Ep. 312: October WealthTech News: AI Note-Takers,...

WealthTech Today ·

2025/10/31

The post Ep. 312: 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 conversation—but the story isn’t just about innovation anymore. It’s about control. From Fidelity’s escalating battle with Pontera to CRM vendors embedding native AI assistants, October’s headlines revealed a clear shift: the industry is moving from experimentation to execution, and the firms that

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Ep. 311: AI Advisor Growth Strategies: Building an...

WealthTech Today ·

2025/10/17

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 Iskowitz on the WealthTech Today podcast to discuss how one of the country’s largest wealth hubs is reshaping advisor growth with technology. The conversation ranges from the firm’s AI-powered Intelligence Engine and GrowthLine program to the broader

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Ep. 310: Set It, Forget It, Don’t Regret It: How...

WealthTech Today ·

2025/10/09

The post Ep. 310: Set It, Forget It, Don’t 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 don’t have an estate plan. Even among those who do, many documents are dangerously outdated. Estate planning technology for advisors is finally changing that. In this episode, Craig Iskowitz speaks with Matt Morris, founder of EncorEstate Plans, about how tech can help

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Ep. 309: Flywheels, Data Lakes, and Growth Hacks:...

WealthTech Today ·

2025/10/06

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 assets under administration. In this conversation, CEO Natalie Wolfsen explains what that number means in practice, how Orion thinks about technology and advisor growth, and why the company is leaning into AI as a first-principles strategy rather than a

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Ep. 308: September WealthTech News

WealthTech Today ·

2025/10/02

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 AI is quickly moving from buzzword to embedded functionality. In this episode of WealthTech Today, we break down the most important developments—from Altruist’s deal with Ritholtz Wealth Management to Envestnet’s billion-dollar […] The post Ep

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Ep 307: Referrals Are Dead: Sales Enablement is the...

WealthTech Today ·

2025/09/25

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 exactly does “sales enablement” mean in wealth management? In this episode of WealthTech Today, we sit down with Dan Zitting, CEO of Nitrogen Wealth, to explore how the company is pushing beyond risk tolerance into personalization, proposal

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Ep. 306: Planning Software Evolution: Why AI Can Take...

WealthTech Today ·

2025/09/18

The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this

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Ep. 305: Plumbing Pixels: How the Infrastructure...

WealthTech Today ·

2025/09/11

The post Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners appeared first on and was written by Elana Iskowitz.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-engineering the “plumbing” of financial services while also backing some of the most successful wealthtech firms in the

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Ep. 304: From Stone Age to New Wave: How AI in Life...

WealthTech Today ·

2025/09/08

The post Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline appeared first on and was written by Elana Iskowitz. AI isn’t just a buzzword in wealth management—it’s reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, about how AI is moving beyond simple automation to deliver faster underwriting, smarter lead matching, and more

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Ep. 303: August News

WealthTech Today ·

2025/08/31

The post Ep. 303: August News appeared first on and was written by Elana Iskowitz.The wealth management technology landscape is moving fast — from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this month’s news roundup, we dig into the biggest stories shaping the advisor tech ecosystem and what they mean for firms trying to scale efficiently. We cover new partnerships, funding announcements, and platform […] The post Ep. 303: August News appeared first on

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Ep. 302: Inbox Whisperers and Client Coaches: AI...

WealthTech Today ·

2025/08/21

The post Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks appeared first on and was written by Elana Iskowitz.AI isn’t just taking notes anymore—it’s 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 transcription to automate workflows, coach advisors, and integrate deeply into the wealth management ecosystem. Key

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Ep. 301: The 500-Hour Advantage: Why AI Assistants...

WealthTech Today ·

2025/08/14

The post Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai appeared first on and was written by Elana Iskowitz.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, Jain breaks down where the industry is headed — and why the human-in-the-loop approach remains essential. This conversation digs

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