Month: August 2026
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 portfolio analysis increasingly difficult to rely on alone.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Af Malhotra, Founder and CEO of ReN, to explore how AI can help investment teams move from backward-looking analysis toward more forward-looking risk intelligence. They discuss ReN’s approach to analyzing portfolios, why domain-specialized AI matters in financial services, how automation could reshape investment research and what the future of embedded, agentic investment intelligence could look like.

Key takeaways:

  • How AI can help uncover portfolio risks hidden across filings, disclosures and earnings calls
  • Why investment research is moving beyond backward-looking performance data
  • How ReN uses AI to identify inconsistencies, anomalies and changing risk signals
  • Why domain-specialized language models may be better suited for high-stakes financial decisions
  • How automation and agentic AI could reshape the future of investment research and advisor workflows

Resources:


Connect with Shannon Rosic:

Connect with Aftab (Af) Malhotra: 

About Our Guest:

Af Malhotra is a tech founder, active investor, and dedicated philanthropist. He has an illustrious career in technology, having held leadership roles in global companies including Amstrad, Fujitsu, and most recently Gartner. 

Af is a regular contributor in the media, having been featured as a ‘technology entrepreneur and visionary ’ on the BBC News, CNBC Live, HuffPost, Financial Express Magazine, The Times, Raconteur, Bloomberg, International Finance Magazine and the Entrepreneur Magazine.

Af has acquired graduate and post-graduate degrees from Goldsmiths College, University of London (Anthropology), Kingston Business School (MA in Business), Harvard Business School (Executive Education). He is also a guest lecturer at London Business School (LBS)  and Queen Mary’s, University of London.

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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 WealthStack Podcast, host Shannon Rosic sits down with Eden Ovadia, CEO and co-founder of FINNY AI, to explore the firm’s shift from traditional software subscriptions to a pay-as-you-grow model. They discuss how AI is changing expectations for technology providers, why outcome-based pricing may create stronger alignment between vendors and advisors, and how FINNY is approaching growth attribution, advisor partnerships and the future of wealth technology.

Key takeaways:

  • How FINNY moved away from traditional seat-based pricing toward an outcome-based approach
  • Why AI is changing the relationship between advisors and the technology platforms they use
  • How pay-as-you-grow pricing connects technology costs with advisor growth
  • Why attribution and measurement are important parts of technology partnerships
  • How FINNY is building a platform around helping advisors identify growth opportunities

Resources:

Connect with Shannon Rosic:

Connect with Eden Ovadia:

About Our Guest:

Eden Ovadia is the CEO & Co-Founder of FINNY, a technology platform designed to help financial advisors grow their firms through AI-powered tools, data, and marketing capabilities. Eden focuses on how advisor technology companies can better align their success with the growth outcomes advisors are trying to achieve. Through FINNY’s pay-as-you-grow model, Eden is helping rethink how wealth technology companies approach pricing, partnerships, and measurable advisor growth.

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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, host Shannon Rosic sits down with Leslie Norman, chief technology officer at Dynasty Financial Partners, to explore what it takes to move AI beyond experimentation and into the everyday operating system of an RIA. They discuss why advisors can still find themselves acting as the “human integration layer” between disconnected systems, how Dynasty is building a more unified technology and data foundation, and what has to happen behind the scenes for AI to become truly useful at scale.

Key takeaways:

  • Why connected data and integrated systems are critical to getting more value from AI
  • Why Dynasty Labs was created as a dedicated innovation arm
  • How change management affects whether advisors actually adopt new technology
  • How Dynasty is prioritizing AI use cases based on business impact and ROI rather than chasing technology for technology’s sake
  • How virtual assistants and AI agents could prepare work for advisors before the day begins

Resources:

Connect with Shannon Rosic:

Connect with Leslie Norman:

About Our Guest:

As Chief Technology Officer, Leslie Norman is responsible for the strategy and delivery of technology solutions that benefit the hundreds of independent financial advisors and professionals across the Dynasty Network. She oversees the Product and Engineering, Information Technology, Cyber Security, and Technology Services teams who help Dynasty’s community get the most from their tech stack. She also leads Dynasty Labs, the firm’s dedicated innovation arm, where emerging technologies are explored and developed into practical capabilities for advisors.

Her leadership has focused on building an integrated platform that supports independent advisors at scale, with a strong emphasis on AI and data-driven capabilities. Leslie has spent her career at the intersection of technology and financial services, leading initiatives that modernize operations and put better tools in the hands of advisors and their clients. Her work spans product development and operational transformation — building systems that simplify complexity, automate the back office, and create more meaningful client experiences.

Leslie holds a Master of Business Administration and a Master’s in International Business from the University of Florida, as well as a Bachelor of Science in Finance. A proud Tampa Bay native, Leslie brings a personal connection to the region’s growth and to the mission of developing the next generation of business and technology leaders.

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