Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office?

In this episode of the WealthStack podcast, Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI. Govinda brings a global wealth lens and deep tech expertise (plus a shared love for horses) to the discussion, as he unpacks how MSCI Wealth Manager transforms complex data into actionable insights for advisors.

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Govinda’s career has been focused on risk and portfolio management for global family offices in the U.S., Hong Kong, UK, and Switzerland. In 2007, he co-founded Quish & Co, LP, an RIA in Boulder, CO. In 2014, he founded Quish & CO AG, a private investment office in Zurich, Switzerland, serving the interests of European families.

What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire?

In this episode of the WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver holistic, personalized wealth strategies. Drawing on decades of experience serving ultra-high-net-worth clients, Jeff shares how Libretto takes institutional-grade planning concepts, like liability-driven investing, and makes them accessible, intuitive, and actionable for all investors.

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Jeff Coyle is the founder and CEO of Libretto, a powerful advice platform unifying planning, total wealth portfolios, and risk management for RIAs and family offices, offering an alternative to the risk tolerance and Monte Carlo ecosystem.

A former advisor, Jeff has 25+ years of experience managing UHNW clients and over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Over his career, Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust, and was Chief Strategy Officer at myCFO. In 2017, Jeff founded Libretto to streamline comprehensive advice delivery to private clients. He regularly speaks and shares his thought leadership at influential industry conferences and has been featured in prominent industry publications.

As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to support aging-related decisions, from home transitions to end-of-life care. For many, this “messy middle” between long-term care planning and estate settlement has become a blind spot.

So, what does it take to navigate life’s most challenging transitions, like elder care? In this episode of the WealthStack podcast, host Shannon Rosic chats with Lauren Clough, co-founder and CEO of bQuest. Together, they explore how bQuest is transforming the elder care conversation by seamlessly connecting advisors to resources that support families through the complexities of aging and beyond. Lauren shares her personal and professional journey, drawing from her family’s experiences with Alzheimer’s, and introduces a platform that bridges financial expertise with caregiving needs.

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With over a decade of professional experience, Lauren Clough, Co-Founder and CEO of bQuest, has dedicated her career to driving innovative solutions in Care Coordination. Her background as an investor and entrepreneur fuels her mission to revolutionize industries through collaborative B2B strategies and impactful D2C offerings. Lauren’s strength in business development and strategic growth enables her to lead both organizational innovation and meaningful partnerships across the care economy. Aligned with the core values and culture of bQuest, she remains committed to leveraging a broad network of professional organizations to create measurable progress and lasting impact for family caregivers.

As financial technology continues to evolve, one key area of change is the automation of routine tasks. For wealth management professionals, forms automation is essential for boosting efficiency, reducing manual errors, and enhancing the client experience. As the demand for faster, more seamless processes grows, many advisors are turning to automation solutions to streamline paperwork and focus on what matters most: building relationships and growing their businesses.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Richard Walker, CEO and co-founder of Quik!, to explore how automating forms can help financial advisors save time, reduce errors, and ultimately improve client experience.

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Richard (Rich) Walker founded Quik! in 2002 with a simple goal—to eliminate paperwork inefficiencies and make work easier. What began as a personal frustration evolved into an industry-leading solution that now powers over 42,000 forms, helping financial professionals streamline their workflows. Today, Quik! stands as the leading forms automation solution, simplifying the process of filling out, managing, signing, and processing paperwork. Its technology integrates seamlessly with CRMs and back-office systems, reducing errors, saving time, and enhancing efficiency.

The rise of AI is creating a pivotal shift in wealth management—streamlining operations, enhancing client engagement, and helping advisors scale. While some firms remain hesitant, the future belongs to those embracing AI not as a replacement but as a co-pilot that empowers them to serve clients better and grow more efficiently.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with Mark Gilbert, founder and CEO of Zocks, to explore how AI is redefining client intelligence, product reliability, and compliance in the advisor tech stack. 

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Co-founding and leading Zocks for over two and a half years, they’ve pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed Mark Gilbert to leverage his skills in AI, enterprise, and fintech Platforms, as well as Go-to-market Strategy. 

Prior to Zocks, he held executive product and technology roles at Twilio, Hearsay Social, and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from the University of Waterloo.

What exactly does it take to ride the wave of independence in wealth management, and how can technology ease the transition? The breakaway movement is accelerating, with more advisors leaving traditional wirehouses to build independent RIAs that offer greater flexibility, control and client-centric service. 

But with independence comes new challenges—scaling efficiently, selecting the right tech stack and ensuring seamless client experiences. As advisors navigate this shift, AI, automation and integrated technology solutions are becoming essential tools for driving long-term growth. 

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vickie Lewin, chief growth officer at Amplify, to explore:

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As Chief Growth Officer, Vickie leads Amplify’s sales and marketing team, driving strategic direction, business development, and market positioning. She is responsible for articulating and amplifying the competitive advantages of Amplify’s unified wealth management platform, ensuring alignment between product development and market needs. Vickie also plays a key role in shaping product and market development strategies and is an integral member of the leadership team.

Prior to joining Amplify, Vickie was Senior Vice President and Chief Success Officer at AssetMark from 2021 to 2024. She joined AssetMark in 2001 when it was a $1 billion TAMP provider and was instrumental in its growth to a $100+ billion industry leader. Her leadership spanned multiple roles, including SVP – Central Division and Internal Sales Development, SVP – Eastern Divisional Sales Manager, and New England Regional Consultant. Vickie played a pivotal role in guiding AssetMark through acquisitions and spearheaded marketing efforts, including overseeing 80+ industry events annually. She previously held roles at FundQuest (now part of Envestnet), Investment Advisory Network (now SS&C Technologies), and Nuveen.

Vickie holds a Bachelor of Arts in English and communications from Ohio State University, where she was a varsity tennis player and a member of Kappa Alpha Theta.

Outside of work, Vickie and her husband, Oren, enjoy a lively family life with their five adult children. She loves traveling, golfing, and sharing great wine with family and friends. She is also passionate about increasing the representation of women in financial services and mentoring the next generation of female industry leaders

The landscape of wealth management is shifting, and alternative investments are emerging as a powerful tool for RIAs looking to drive organic growth and portfolio resilience. With increasing investor demand for access to institutional-grade opportunities, advisors must evolve their approach to stay competitive.

In this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack Content and Solutions, sits down with Saira Rahman, VP of new investor initiatives at Fundrise, to explore how advisors can harness the power of alternatives to enhance client outcomes. 

Shannon and Saira discuss:

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Saira Rahman is VP of New Investor Initiatives at Fundrise. She is also a Board advisor and speaker with 17 years of experience in strategy, payments, modeling and forecasting, financial reporting, and interest rates. Saira received the NYC FinTech Women Inspiring Females Award, was named a Top 30 Leader Shaping FinTech (Financial IT), appeared on the Top 10 Women in FinTech Power List.

The future of wealth management isn’t just about managing portfolios—it’s about leveraging technology to deliver personalized, client-centric solutions at scale. As the industry evolves, advisors and firms must adapt to new digital tools, automation and AI-driven insights to remain competitive.

In this episode of the WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with David Crow, head of Axos Clearing at Axos, to explore how firms can harness technology, data and AI to better serve clients and drive efficiency.

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About Our Guest:

David Crow is an accomplished executive with a wealth of experience dedicated to helping organizations optimize, scale, and transform. As Executive Vice President and Head of Axos Clearing, he leads the company’s strategic growth efforts, driving innovation and client-focused solutions that address the unique challenges each organization faces. His passion for cultivating strong client relationships is at the core of his work, with a focus on listening attentively, collaborating deeply, and connecting strategy to execution to deliver measurable results.

With over 25 years of experience in various financial services roles, from sales to relationship management, David has built a reputation for offering forward-thinking guidance that empowers clients to navigate the evolving financial landscape. His expertise in building tailored solutions has made him a trusted partner to clients across the country. Beyond his role at Axos Clearing, David is an active member of industry groups, serving on the SIFMA Private Client Services Committee and the FINRA Clearing Firm Advisory Committee.

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how advisors operate, engage with clients and scale their businesses. AI’s ability to automate administrative tasks gives advisors more time to focus on strategic planning and client relationships—core elements of building trust and growing AUM. Firms that embrace this technology early can gain a competitive edge by offering more personalized, efficient service.

Shannon Rosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Shannon and John discuss:

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John L. Connell is the Co-Founder and CEO of Focal, an AI meeting management solution that saves financial advisors 15 hours per week by automating tasks before, during, and after meetings. Focal offers enterprise-grade security and compliance, built on Microsoft’s most secure infrastructure. John is also the CEO of Investiture AI, a consulting firm supporting AI/ML solutions for companies like Apple, Disney, HP, and Reddit. He is passionate about leveraging AI for social good, driving innovation through his podcast, Accelerating AI.

The WealthStack podcast is back for 2025, and advisors are navigating a whirlwind of challenges—think regulatory twists, inflationary pressures and a wealthtech marketplace that feels more crowded than a New York subway at rush hour. This perfect storm is setting the stage for a transformative year, where clarity and consolidation could bring some focus to the ever-evolving advisor-tech relationship.

Join host Shannon Rosic, director of WealthStack content and solutions, as she speaks with Davis Janowski, WealthManagement.com’s senior tech editor, about:

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Davis Janowski is a career journalist who has done stints with fintech startups and as an analyst. Along the way, his work has appeared in The New York Times and many other publications. While much of his focus has been in the fintech sector for the last 13 years, Davis also has extensive experience in evaluating technology and tech products. His career in tech journalism began at PC Magazine, where Davis tested and reviewed consumer and business products and managed a team of editors, technicians, and analysts. He also spent six years covering fintech for InvestmentNews, where he was a technology reporter and columnist and also spoke frequently at industry conferences.