Next Podcast: The Wealth Management Firm of the Future

Recent Episodes

The Wealth Management Firm of the Future: WealthTech to Watch

Posted October 13, 2022 • 00:19:47

Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments...

The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

Posted August 11, 2022 • 00:24:59

Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital,...

The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

Posted July 21, 2022 • 00:34:32

Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors...

The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

Posted July 7, 2022 • 00:32:30

The most successful firms in the wealth management industry over the next five years will likely be those firms that have a true command on their technology,...