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, where clarity and consolidation could bring some focus to the ever-evolving advisor-tech relationship.
Join host Shannon Rosic, director of WealthStack content and solutions, as she speaks with Davis Janowski, WealthManagement.com’s senior tech editor, about:
- Generative AI’s game-changing potential.
- Why advisors must prioritize tech investments that improve workflows, efficiency and client experience and avoid the shiny object syndrome.
- Democratization challenges: Despite the promise of technology to expand access to financial advice, the industry remains focused on high-net-worth clients, leaving mass-affluent markets underserved.
- The rise of all-in-one platforms: Consolidation continues, with some platforms excelling in integration, but most still struggle to maintain expertise across multiple functions.
- How the asset manager and advisor relationship has shifted.
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About Our Guest:
Davis Janowski is a career journalist who has done stints with fintech startups and as an analyst. Along the way, his work has appeared in The New York Times and many other publications. While much of his focus has been in the fintech sector for the last 13 years, Davis also has extensive experience in evaluating technology and tech products. His career in tech journalism began at PC Magazine, where Davis tested and reviewed consumer and business products and managed a team of editors, technicians, and analysts. He also spent six years covering fintech for InvestmentNews, where he was a technology reporter and columnist and also spoke frequently at industry conferences.