 |
WealthTech TodayItz on WealthTech! Author: Craig Iskowitz
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map
Friday, 7 November, 2025
The post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz. Artificial intelligence is changing how financial advice is delivered — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we sat down with Adam Holt, CEO and founder of Asset-Map, to discuss […] The post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
