You’ve grown your advisory firm, hired people, and invested in technology. So why does every important decision still seem to land on your desk? For many founder-led firms, adding software and automation hasn’t solved the bigger problem: too much of the business still depends on the founder. In this episode of The WealthStack Podcast, host …
As artificial intelligence makes phishing, impersonation and identity theft increasingly sophisticated, cybersecurity risks are extending far beyond financial institutions and into clients’ personal lives. For wealth managers, protecting client assets now means thinking beyond portfolios to safeguard digital identities, personal information and the trust at the center of the advisor-client relationship. In this episode of …
Private markets may be attracting more capital, but the infrastructure behind those investments is still highly fragmented. As firms scale their alternatives businesses, managing data, documents, capital calls and reporting across disconnected systems is creating growing operational complexity. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ryan Eisenman, CEO and …
Wealth management firms are being asked to support more assets, deliver greater personalization and provide clients with increasingly real-time experiences. But behind the scenes, many investment teams are still operating across disconnected portfolio management, trading, CRM, accounting, compliance and reporting systems. As artificial intelligence moves from copilots and chatbots toward agents that can actually perform …
Investment teams have access to more data than ever, but more information does not necessarily mean better insight. Analysts still spend enormous amounts of time gathering filings, reading disclosures, comparing earnings calls and reconciling information across disconnected systems. At the same time, market volatility, geopolitical risk and rapidly changing investor expectations are making traditional, backward-looking …
Financial advisors are investing in more technology than ever, but many are questioning whether traditional software pricing models actually align with the value those platforms create. As artificial intelligence changes what software can deliver, many firms are reconsidering how technology providers should be connected to the growth they help create. In this episode of The …
As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale. The conversation has shifted to be more about the foundation required to make AI useful across an entire wealth management business In this episode of The WealthStack Podcast, …
For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan. In this episode of The …
Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been …
Artificial intelligence in wealth management is moving beyond productivity hacks and into the heart of organic growth. For advisors, the next opportunity is not simply creating more content faster, but building smarter growth engines that connect marketing, client engagement, intent signals, referrals, personalization and measurable business development outcomes. In this episode of The WealthStack Podcast, …