Ep. 360: August WealthTech News

The post The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com appeared first on and was written by Elana Iskowitz. Meet Our Guest Danny Lohrfink is co-founder and Chief Product Officer of Wealth.com, an advanced planning platform for wealth management institutions that focuses on estate planning and tax planning. His co-founders previously built and sold a machine learning platform to LexisNexis, and AI has been part of how Wealth.com analyzes and optimizes client plans since […] The post The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com appeared first on and was written by Elana Iskowitz.

The post October 2026 WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the October WealthTech news, episode 368 of the WealthTech Today podcast. AI took over the news cycle this month. Anthropic added another wave of partners to Claude for Financial Advisors, Envestnet answered with a $35 million surge investment in Tamarac, and Mariner signed a five-year deal that prices AI as labor instead of […] The post October 2026 WealthTech News appeared first on and was written by Elana Iskowitz.

The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 367 featuring Parker Ence, co-founder and CEO of Jump, an AI platform purpose-built for financial advisors and financial professionals across wealth management, asset management, insurance, and banking. Parker and his co-founder started Jump at the end of 2023 with a simple goal: eliminate manual data entry into Salesforce. They […] The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz.

The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz. Meet Our Guest On the 366th episode of the WealthTech Today podcast, I’m joined by Mark Swan is co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows that consume most of an advisory team’s week. Before founding Nevis, Mark and his two co-founders were executives at Revolut, […] The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz. Meet Our Guest On the 365th episode of WealthTech Today, I’m joined by Alex Farman-Farmaian, co-founder and CEO of Compound Planning, a firm that unites human advisors with AI to deliver a modern family office experience at scale. Alex started his career on the sales side of B2B software and spent years in software businesses […] The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz.

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz. Meet Our Guests Episode 364 takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […] The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.

The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 363 of the WealthTech Today podcast, and we spoke with Jennifer Maruca, a senior consultant with Ezra Group and founder of Platform Value Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between […] The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

The post Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz. Meet Our Guest In episode 362, I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on where the CRM giant is taking its wealth management platform next. Drew’s path to Salesforce runs through the custodian side of the business including six years at Pershing, nearly ten at Fidelity, […] The post Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

The post Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz. AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […] The post Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.

The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […] The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.