What happens when an advisor leaves the safety net of a big broker-dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of Carnegie Private Wealth, it meant balancing efficiency with humanity, testing everything from AI meeting assistants to client portals, and building a culture that embraces innovation …
In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, …
Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal? In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up …
Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Michael Kim, president and CEO of AssetMark, to unpack how technology, education, and private …
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 …
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 …
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 …
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 …
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 …
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 …