How Future Proof Was Born
For advisors and firm leaders, it offers a peer-level discussion of how technology and operating choices are changing the way advisory businesses are built and where advisors’ time goes.
Summary
By the running an ria deskDimensional’s Mark Gochnour and Jake DeKinder speak with Ritholtz Wealth Management CEO Josh Brown at Future Proof about the evolution and direction of financial advice and what it takes to build a modern advisory business. The conversation covers forces reshaping wealth management, including AI, integrated technology, custody and direct indexing, and the need to free advisors from administrative tasks so they can spend more time with clients.
- The discussion is framed around where financial advice has been and where it is heading.
- It examines what it takes to build a modern advisory business.
- Forces discussed include AI, integrated technology, custody and direct indexing.
- Participants stress giving advisors more time to focus on clients rather than administrative tasks.
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