The WealthStack Podcast
The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.
Episodes
Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better workflows. Helpful? Yes. Transformational? Not even close.
In this episode of The WealthStack Podcast, Shannon Rosic sits down with Subatomic CEO Sam Sova to unpack the much bigger shift ...
Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressure to show up prepared, deliver deeply personalized guidance and answer increasingly complex questions on the spot, all while navigating a fragmented tech stack and rising client expectations shaped by artificial intelligence.
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Technology in wealth management isn’t just changing, it’s colliding with reality. Advisors are expected to deliver deeply personalized experiences, operate at consumer-grade speed and navigate increasing complexity, all on top of legacy systems never designed for this moment. As AI accelerates what’s possible, the real challenge isn’t adopting new tools, it’s rethinking how technology supports the ad...
“Personalization” has become one of the most overused words in wealth management and one of the hardest promises to actually deliver. Clients want portfolios that reflect their goals, values, tax realities, and life events. Firms want scale, efficiency, and fewer operational landmines. Too often, those two goals collide.
In this episode of The WealthStack Podcas...
As advisors race to deliver “personalized” portfolios at scale, a hard reality is setting in: most personalization is still just a model tweak with a nicer label. Meanwhile, clients want more hands-on service, more transparency and more customization, while firms are trying to grow without hiring an army of operations and investment staff. The result is a widening gap between what clients expect and ...
As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an uncomfortable truth: more tech doesn’t automatically create more trust. In an industry that’s louder and more crowded than ever, growth is no longer a tactics problem; it’s an attention, resonance and differentiation problem. The firms that win will be th...
For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shannon Rosic and Davis Janowski, senior technology editor and research analyst at Wealth Management. If 2025 was the year firms finally started using AI, 2026 is shaping up to be the year we find out whether all that tech actually pays the rent.
Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.
In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wea...
Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven tools flood the market, the firms that win will be those that treat their CRM as a true engagement and orchestration layer for advisors, clients and operations, not just a system of r...
When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ financ...
Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice.
In this episode...
Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few clients open and emails lost in crowded inboxes, creating gaps in engagement, advice delivery, and growth.
In this episode of The WealthStack Pod...
Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement.
As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the human in the loop. How can AI move firms from episodic planning to an additive, always-on model? By turning personalization at scale into a practical real...
As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage.
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Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down...
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 without becoming tech-de...
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, the stake...
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 advisors’ time ...
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 equity access are conv...
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