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WealthStack Podcast: How Tech Transforms Philanthropy

Real Estate Buying & Selling / November 21, 2025

When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ financial planning. Sarah shares […]

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The WealthStack Podcast: MAI Capital’s JP Pattinson

Real Estate Buying & Selling / November 7, 2025

Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice. In this episode of

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What’s In My Wealthstack: Summit Financial

Real Estate Buying & Selling / October 31, 2025

I’ve been in the space almost 40 years and have worked at some major organizations. We always had huge technology companies. But my own experience was that we never truly gave the advisors the tools to go out and really make a difference. You had to work with what you had. My vision when I

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The WealthStack Podcast: Allworth Financial AI Strategy

Real Estate Buying & Selling / September 6, 2025

As artificial intelligence becomes table stakes, RIAs and enterprises alike are experimenting with tools to streamline workflows, improve client experiences and scale smarter. But while many firms are testing isolated tools, the real opportunity lies in weaving AI into the very DNA of a business, transforming it from a tech experiment into a strategic advantage.

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WealthStack Podcast: WealthTech Select’s James Cantwell

Real Estate Buying & Selling / August 22, 2025

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses. In this episode of The WealthStack Podcast, host Shannon Rosic

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