The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.

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 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]

The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day appeared first on and was written by Elana Iskowitz.

The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.

In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […]

The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.

What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]

The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.

The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.

In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]

The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.

The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.

Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal […]

The post Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic appeared first on and was written by Elana Iskowitz.

The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.

Arnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking. […]

The post Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders appeared first on and was written by Elana Iskowitz.

The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was written by Elana Iskowitz.

Rafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures. Their discussion reveals how outdated processes in AI-powered estate planning technology for financial advisors created an opportunity for technology-driven innovation in an […]

The post Ep. 286: The Million-Dollar Domain: A Journey to Redefine Estate Planning with Rafael Loureiro, Wealth.com appeared first on and was written by Elana Iskowitz.

The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.

James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics. Key Takeaways Trust is more important than performance for client […]

The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.

The post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital appeared first on and was written by Elana Iskowitz.

Alternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is tackling these challenges head-on—using automation technology to connect the entire alternative investment ecosystem. The result? A more streamlined, scalable solution for wealth management firms seeking to integrate alts […]

The post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital appeared first on and was written by Elana Iskowitz.

The post Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs appeared first on and was written by Elana Iskowitz.

In this special episode of the WealthTech Today podcast, host Craig Iskowitz sits down with Marcus Grimm, fractional CMO and B2B marketing veteran, to discuss the importance of structured decision-making when RIAs select wealth management consultants. The conversation explores why firms often make the wrong technology choices despite good intentions, and how proper buyer’s guides […]

The post Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs appeared first on and was written by Elana Iskowitz.