Envestnet has launched Inside WealthTech, a new blog and video series featuring onsite interviews with WealthTech innovators and industry leaders on the trends reshaping wealth management – and how advisors and enterprises can stay ahead of client expectations.

Episodes available now include interviews with leading voices in wealth management who share insights on the biggest challenges facing the industry today, how advisors and investors can adapt, and what it will mean to be a competitive advisor in the next three to five years, including:

• Yasmine Kacha, Head of Strategic Partnerships at Pontera, enabling financial advisors to grow and scale by helping their clients manage their 401(k)s and other held-away retirement accounts.

• Marla Sofer, Founder and CEO of Knomee, a behavioral finance platform transforming client discovery to build financial wellness, deepen trust, and scale personalization in wealth management.

• Judah Schulman, Managing Director | Head of RIA, Bank & Trust at CAIS, expanding access to alternative strategies and improving education, technology, and service for the wealth management community.

• Mike Doniger, Senior Vice President of Platform Partnerships at iCapital, enabling advisor access and streamlined implementation to private assets across the wealth ecosystem, including UMA (unified managed account) and model portfolio implementation through connected partnerships.

• Patrick Krulik, Head of Investments at IMA Advisory Services, overseeing investment strategy and portfolio management. He is also a former Investment Consultant at Envestnet.

• Ian Karnell, Founder and CEO, VastAdvisor.ai, pioneering the use of AI tools to accelerate organic growth for RIAs.