Episode 1- Discussing Technology With Addepar CEO Eric Poirier
Many wealth managers still struggle in determining the right mix of technology to bring maximum lift to their businesses yet balance it with how best to assist clients.
In our debut episode, Davis Janowski, senior tech editor at Wealthmanagement.com, speaks with guest Eric Poirier, CEO of Addepar,…
A Look Into 2022 for Financial Advisors with John Pierce of Cetera
As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk abo…
Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera
The needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well. In this episode, Davis Janowski, senio…
Grow Your Brand Without Giving It Up with Carolyn Armitage
More and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back office work. Finding an ethical company that can provide all this without taking over your brand can be a great option for growth. In this episode, Davis Janowski …
The Future Of Technology Is Now with Jack Swift
Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either. In this episode, Wealth Management Senior Technology Editor Davis Janowski is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives…
The Healthy Advisor: Living With Major Recurring Depression With Davis Janowski
Trigger warning: This episode discusses content some listeners may find upsetting. Journalist Davis Janowski grew up in the Panhandle of Florida, where he grew accustomed to sunny weather and developed a deep passion for the great outdoors. But when he moved to Syracuse, N.Y., at age 25 for grad sc…
The WealthStack Podcast: 2023 WealthTech Outlook with Davis Janowski
Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how they’re ultimately impacting the financial planning space. In this episode, Shannon Rosic, Director of WealthStack Content and Solution…
The WealthStack Podcast: 2025 WealthTech Projections & Predictions with Davis Janowski
The WealthStack podcast is back for 2025, and advisors are navigating a whirlwind of challenges—think regulatory twists, inflationary pressures and a wealthtech marketplace that feels more crowded than a New York subway at rush hour. This perfect storm is setting the stage for a transformative year…
From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski
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, …
Episode 23: You Can Quote Me on That
In Episode 23 of Zero Basis Points, Haik Sahakyan and George Guidotti welcome veteran wealthtech journalist Davis Janowski to discuss the evolving wealth management technology landscape.
They explore the growing AI hype, the challenges advisors face in navigating new technology, and the future of t…
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