The WealthStack Podcast: Building the Modern Investment Management Stack with Sterling Perkins

The WealthStack Podcast: Building the Modern Investment Management Stack with Sterling Perkins

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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 …

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The WealthStack Podcast: How AI Can Uncover Hidden Portfolio Risk With Af Malhotra

The WealthStack Podcast: How AI Can Uncover Hidden Portfolio Risk With Af Malhotra

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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 …

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The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing

The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing

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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 …

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The WealthStack Podcast: Building the Foundation for Enterprise AI with Dynasty’s Leslie Norman

The WealthStack Podcast: Building the Foundation for Enterprise AI with Dynasty’s Leslie Norman

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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, …

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The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early

The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early

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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 …

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The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

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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 …

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The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

The WealthStack Podcast: AI’s Role in RIA Growth with John Wernz

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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, …

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The WealthStack Podcast: The AI Workforce Era with Andrei Pop

The WealthStack Podcast: The AI Workforce Era with Andrei Pop

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As firms move beyond artificial intelligence notetaking, prep tools and basic automation, the bigger opportunity may be rethinking how work gets done across the entire organization, from the front office to the back office. What happens when the goal is not doing more, but giving people room to do better human work? In this episode …

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The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa

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Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale. In …

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The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil

The WealthStack Podcast: How Delegating Drives Growth & Better Client Experiences with Brooke Cecil

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Sometimes, the biggest growth lever is hiding in plain sight: the client experience advisors are already delivering every single day. In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Brooke Cecil, vice president of client relations and talent at BELAY Solutions, to unpack why operational support, delegation and consistency are becoming critical …

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