WealthTech Today

The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood [https://wealthtechtoday.com/2025/07/03/ep-295-from-bain-to-benchmarks-measuring-the-success-of-envestnets-ai-strategy-with-blake-wood/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/]. Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […] The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood [https://wealthtechtoday.com/2025/07/03/ep-295-from-bain-to-benchmarks-measuring-the-success-of-envestnets-ai-strategy-with-blake-wood/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/].

The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera [https://wealthtechtoday.com/2025/06/30/ep-294-the-500-billion-question-why-throwing-tech-at-advisors-doesnt-work-with-garrett-beam-cetera/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/]. In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […] The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera [https://wealthtechtoday.com/2025/06/30/ep-294-the-500-billion-question-why-throwing-tech-at-advisors-doesnt-work-with-garrett-beam-cetera/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/].

The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris [https://wealthtechtoday.com/2025/06/23/ep-293-the-compatibility-quotient-how-ai-is-transforming-ria-ma-deals-with-allen-darby-alaris/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/]. The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […] The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris [https://wealthtechtoday.com/2025/06/23/ep-293-the-compatibility-quotient-how-ai-is-transforming-ria-ma-deals-with-allen-darby-alaris/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/].

The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day [https://wealthtechtoday.com/2025/06/13/ep-292-no-more-swivel-chairs-lpls-ai-driven-push-to-streamline-advisor-workflows-with-kristie-edling-day/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/]. AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […] The post Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day [https://wealthtechtoday.com/2025/06/13/ep-292-no-more-swivel-chairs-lpls-ai-driven-push-to-streamline-advisor-workflows-with-kristie-edling-day/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/].

The post Ep. 291: June WealthTech News [https://wealthtechtoday.com/2025/06/05/ep-291-june-wealthtech-news/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/]. In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […] The post Ep. 291: June WealthTech News [https://wealthtechtoday.com/2025/06/05/ep-291-june-wealthtech-news/] appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz [https://wealthtechtoday.com/author/elana/].