Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
19 videos and podcasts · new this week: 5
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.
For wealth professionals working on RIA operations, talent and technology, the episode discusses how growth can add complexity and how systems and training may create room for client relationships. It also addresses culture and the human side of advice as AI handles more administrative tasks.
New manager videos, podcasts and our own wealth tech & ai stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
