Zero Basis Points | Ep. 23: You Can Quote Me on That (ft. Davis Janowski)

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 the wealthtech ecosystem. The conversation also touches on custodian innovation, advisor growth, and how AI could help make financial advice more accessible. 00:00 Meet Davis Janowski 02:02 Davis’ Journey Through Technology Journalism 04:04 What Does Agentic AI Really Mean? 07:40 The Growing Complexity of WealthTech for Advisors 10:40 How Advisor Technology Has Evolved 13:50 Is WealthTech Heading Toward a Startup Bubble? 18:34 The Rise of AI-Powered Point Solutions 20:11 Data Lakes and the Changing AI Landscape 22:36 Separating Real AI Innovation from Hype 26:02 Should WealthTech Be Worried About Claude? 28:41 What the Vanguard and Altruist Deal Means 35:52 Why Are Custodians So Resistant to Change? 38:42 The Real Drivers of Growth in Wealth Management 42:06 Can AI Create More Room for Organic Growth? 47:03 Why Won’t Tech Providers Share Their Pricing? 51:02 Final Thoughts on Using AI to Serve More People 💬 Where can you find Davis Janowski: LinkedIn:   / davisjanowski   X: https://x.com/ddjanowski Read his latest articles: https://www.wealthmanagement.com/auth... Follow Zero Basis Points: Zero Basis Points Website: https://zerobasispoints.com/ X: https://x.com/zerobps_podcast LinkedIn: / zero-basis-points Spotify: https://open.spotify.com/show/3za33IV... Apple Podcasts: https://podcasts.apple.com/us/podcast... 🎙 Your hosts: Haik Sahakyan & George Guidotti Haik — LinkedIn: / haikgsahakyan | X: https://x.com/haik_sahakyan George — LinkedIn: / georgeguidotti | X: https://x.com/georgeguidotti 📩 Contact us: hello@zerobasispoints.com #wealthmanagement #wealthmanagementpodcast #podcast #ai