The Connected Advisor
AI Adoption in Wealth Management: Are You Ready for the Future?
In the early 20th century, cars were dismissed as impractical by many who preferred their trusty horses. Fast-forward a century, and no […]
Why 97% of Advisors See AI as a Business Growth Catalyst
In the mid-1800s, California’s Gold Rush sparked a frenzy of prospectors chasing untapped wealth. Fast-forward to today, and a new kind of […]
From Manual to Magical: How AI Tools Save Time for Financial Advisors
In 2007, Steve Jobs promised the iPhone would revolutionize how we work, live, and connect. Fast-forward to today, and artificial intelligence (AI) […]
AI in Wealth Management: What the Accenture Study Means for Your Firm
In the 15th century, Johannes Gutenberg’s printing press transformed the way people shared and consumed information, paving the way for a knowledge […]
How Financial Advisors Are Leveraging AI to Transform Client Relationships
In 1969, humanity’s first steps on the moon were made possible by computers, a pioneering tool that forever changed exploration. In the […]
The Importance of Data Infrastructure for AI in Wealth Management
When the first electric cars hit the market, they promised a cleaner, more sustainable way to travel. But without charging stations, their […]
Financial Advisor Magazine – Curation is the New Currency
Have you ever wondered why you don’t paint your own house, change your own oil or do your own taxes? It’s not […]
Integrating New Systems in Wealth Management: The Role of a Robust Data Model
Introduction As wealth management firms grow, adopting new technologies becomes inevitable. However, integrating these systems into existing workflows often leads to inefficiencies, […]
Navigating Advisor Software Preferences: A Unified Data Strategy for Wealth Management
Introduction Wealth management firms often face challenges when advisors prefer different software tools for client management, financial planning, and portfolio analysis. These […]
Standardizing Risk Scoring in Wealth Management: A Unified Approach
Introduction Risk scoring is a cornerstone of wealth management, helping advisors align portfolios with client goals and risk tolerance. However, inconsistent methodologies […]
Developing Proprietary Risk Scores: Leveraging Data Models in Wealth Management
Introduction Risk scoring is foundational to aligning investment strategies with client needs, but standardized, off-the-shelf tools may not always reflect a wealth […]
