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The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi
In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to talk about where AI is really taking advisor…
Digital Employees are Already Here: Alex Schlesinger @ SS&C
AI is moving from hype into infrastructure.In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a…
Advisors Are Missing the Biggest Asset with Jason Early, Founder & CEO of RISR
Most advisors want to serve business owners — but many still lack the tools, data, and confidence to advise them well.In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with…
Digital Employees are Already Here: Alex Schlesinger of SS&C
AI is moving from hype into infrastructure.In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a…
Your Messaging is Broken: Allen Darby from Alaris Acquisitions
In this episode of AI for Advisors, Mark and James sit down with Allen Darby, Founder and CEO of Alaris Acquisitions, to discuss how AI is beginning to reshape the future of RIAs, M&A, and wealth…
S1E27 Growth Without Losing Trust: Eden Ovadia from Finny
Most AI conversations in wealth management focus on efficiency.This one is about something harder: growth without breaking trust.In this episode of AI for Advisors, Eden Ovadia, founder of FINNY,…
S1E25 Advisor Tech is Solving the Wrong Problem: Churni Bhattacharya @ Amplify
Most advisor technology isn’t broken because it lacks features.It’s broken because it’s solving the wrong problem.In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with…
S1E24 AI Isn't Ready for Production: Haik & George from Arqa and ZBP
In this episode of AI for Advisors, Mark and James sit down with Haik Sahakyan and George Guidotti from Arca to talk about the reality of deploying AI in production environments.While the hype cycle…
S1E22 Advisors Are Using AI Wrong: Derek Notman @ Couplr
In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Derek Notman to tackle one of the biggest unanswered questions in wealth management today:Where should advisors draw…
S1E21 Compliance is the Real AI Opportunity: Larry Shumbres @ Archive Intel
In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Larry Shumbres, founder and CEO of Archive Intel, to talk about one of the most urgent and underappreciated areas in…
S1E20 From Meeting Notes to Agentic Action: John Connell @ Focal
In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with John L. Connell, co-founder and CEO of Focal, to explore where AI in wealth management is actually headed.The…
S1E18 The Canuck Episode: Jason Pereira and Ken Lotocki on AI Adoption
In this “Canuck episode” of AI for Advisors, Mark Heynen and James Cantwell are joined by Jason Pereira and Ken Lotocki for a distinctly Canadian perspective on AI in wealth management. From adoption…
S1E17 Full Stack or Best of Breed? Ritik Malhotra @ Savvy Wealth
Ritik Malhotra shares insights on AI culture shock, his background, and the challenges of transitioning from tech entrepreneurship to wealth management. He discusses the advantages of an outsider's…
S1E16 Kitces on AI, Productivity, and the 10 yr Outlook
In this conversation, Michael Kitces discusses various themes surrounding the intersection of AI, social media, and financial advisory. The discussion begins with light-hearted banter about blue…
S1E15 Jason Wenk on Altruist's Playbook for AI + Custody
In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Wenk, founder and CEO of Altruist, about building a modern custody platform from scratch and why infrastructure…
S1E14 Onboarding Without the Paperwork Hell: Flextract’s Rajesh Jayaraman on AI Document Processing
In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Rajesh Jayaraman, founder and CEO of Flextract, about solving wealth management’s most painful onboarding problem. Rajesh…
S1E13 Beyond the Shiny Objects: Max Klein and Mike Wilson on Wealth Tech’s Invisible Layer
In this episode of AI for Advisors, Mark Heynen and James Cantwell welcome two founders building critical AI infrastructure for wealth management: Max Klein, co-founder and CEO of LEA, and Mike…
S1E12 Private Markets Go Digital: Infrastructure, Access, and AI with Ryan Eisenman and Jacob Miller
In this episode of AI for Advisors, Mark Heynen and James Cantwell talks with Ryan Eisenman, CEO of Arch, which builds digital admin infrastructure for private markets, and Jacob Miller, Chief…
S1E11 Using AI to Attract & Retain Clients with Victoria Toli @ Finny and Arnulf Hsu @ GReminders
In this episode, Mark and James speak with Victoria Toli, Co-founder and President of Finny, and Arnulf Hsu, Founder and CEO of GReminders, about how AI is redefining client acquisition and…
S1 Advise AI Exhibitor Pitches in Las Vegas
Explore the forefront of AI for wealthtech with insights from industry leaders at the Advise AI conference. This episode features conversations with representatives from Orion, CommuniFi, Mutify,…
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AI for Advisors has published 30 episodes since August 2025, covering topics in Technology.
AI for Advisors is currently highly active with new episodes weekly. Average episode length is 54m.
