The Rise of the “Cyborg Advisor”: Using Technology to Scale Growth
For wealth professionals, it frames technology as a way to support practice growth and client relationships when market-driven growth is described as less dependable.
Wealth tech & AI
Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
18 videos and podcasts · new this week: 6
Editor’s choice
How Advisors and AI Agents Divide Up the Work | Parker Ence, Jump
Why it matters
For wealth professionals evaluating advisor technology, the episode focuses on how AI agents are being positioned inside advisor workflows, how account opening and client intake may change, and the data-silo problem software vendors are trying to address.
Picked by the wealth tech & ai deskStart here: 2 short explainers
Is AI the Prescription for Better Health Care?
For advisors fielding client questions about AI themes, it offers a concise framing of near-term versus longer-dated opportunities and risks in health care from Morgan Stanley’s Global Investment Office.
Latest in wealth tech & AI
Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work
For advisors and operations leads weighing AI tooling, the episode is pitched as a discussion of task division between advisors and AI agents rather than a product demo. The origin story — starting from Salesforce data entry — may be a familiar entry point for firms looking at workflow automation.
The Analyst in the Loop: How AI Is Expanding Manager Research
For wealth professionals who use or follow manager research, the episode describes how one research organization is applying AI agents to analysis of investment strategies and what may come next.
AI Tools for the Investment Firm – Ben Harrison (EP.522)
For wealth professionals whose firms are evaluating AI adoption, the episode frames a shift from individual productivity uses to workflow-level agents and highlights governance and security considerations. It also discusses operating implications for private capital firms.
Current Credit Market Trends in Q4 2026
It offers a direct lending manager's read on two things allocators are currently weighing: the effect of higher borrowing costs on credit, and the financing demand created by the AI buildout. The panel pairs private credit and multi-asset credit perspectives with a macro credit research view from BlackRock's private financing platform.
Your Client Has a New Copilot: How AI Changes the Conversation
It addresses a client-behaviour change advisors are likely to encounter in meetings, and frames the advisor's response as a relationship issue rather than a software one.
What RIAs Should Build Before Chasing AI
It is framed around the operational and talent groundwork a firm needs before technology spending, rather than a product pitch. Advisors thinking about AI adoption or next-generation advisor development get a practitioner's view of sequencing those efforts.
Finding Opportunity Beyond the Market's Wall of Worry | Market Insights for Advisors
The session gives advisors a framework for talking with clients about narrow leadership, rising rates and AI as portfolio narratives rather than single-number worries. It is a market-outlook conversation aimed at advisors, useful for client-facing discussion framing.
Advisors Lose 80% of Their Week to Admin | Mark Swan, Nevis
It addresses a workflow and technology question advisors face directly: how much of the week goes to admin and what AI tooling between existing systems could change. Useful for firms weighing how their software stack is assembled and integrated.
AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
It offers a grounded discussion of where AI is already being used in advisory work, such as allocation drift and rebalancing analysis, alongside questions about market concentration and data center financing. The bond discussion gives wealth professionals another frame for client conversations about income and reach for yield.
The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth
It sits in the vendor-and-founder conversation category that advisors often use to scout AI tools for back-office and administrative workflow. The guest's operating background at Revolut is the main credential offered in the material for why his view on automation might be worth hearing.
Open Architecture with Intent: Building a Smarter Tech Ecosystem with Dessy Prasad
For advisors and firm operators choosing software, the episode frames technology decisions as a strategy and client-data protection question rather than a product question. It offers a practitioner's account of how one firm structures tool evaluation, customization and compliance review.
Open Architecture with Intent: Building a Smarter Tech Ecosystem with Dessy Prasad
For wealth professionals working on advisor platform operations, the episode covers practical questions around curating a connected tech stack, vetting AI tools that handle client information and deciding when outsourcing can free advisors to spend more time with clients.
36% of Your Portfolio Just Disappeared In the Last 30 Years (Andrew Ang Explains How)
For wealth professionals assessing AI in portfolio work, the episode offers a way to think about evaluating AI-driven investment outputs and combining models. It also frames tax drag as a portfolio issue rather than a back-office detail.
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
The episode is relevant to wealth professionals thinking about AI in portfolio construction and about how tax drag and asset location affect client outcomes. It also ties factor diversification to the design of allocation models.
AI-Driven Private Wealth Intelligence with Russ D'Argento
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
Wealth tech & AI
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