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
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.
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.
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