The Connected Advisor
The Imperative of Unified Data Models in Wealth Management
Introduction Wealth management firms are tasked with managing vast amounts of data across multiple systems and departments. Yet, redundant information often clogs […]
Navigating the Landscape of Modern Wealth Management Platforms
What Are Wealth Management Platforms? Wealth management platforms are essentially comprehensive software solutions created to simplify and automate the often complex world […]
Single Pane of Glass or Swivel Chair: The Tech Problem RIAs and IBDs Can’t Ignore
Every month, the Kitces Fintech Map grows bigger—an impressive visualization of the countless tools available to financial advisors. From CRM platforms like […]
Top 5 Benefits of Partnering with Milemarker for AI Integration
Some partnerships change everything—like when the Beatles worked with George Martin to produce timeless hits. In wealth management, your firm’s ability to […]
Bridging the AI Gap: Why Data Strategy is More Important Than Ever
Bridges have always played a vital role in solving problems of access and opportunity. From ancient Roman aqueducts to modern engineering marvels, […]
The Role of AI in Revolutionizing Financial Advice
In 2007, Netflix transformed how we consume media by introducing streaming. It was a shift that redefined an entire industry. Today, artificial […]
Tackling Redundant Information: A Data-Driven Approach in Wealth Management
Introduction Wealth management firms are tasked with managing vast amounts of data across multiple systems and departments. Yet, redundant information often clogs […]
Unlocking the Full Potential of Your Data with Milemarker
In the 1940s, Allied codebreakers cracked encrypted messages that shifted the tide of World War II. Their success wasn’t just about technology—it […]
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 […]
