The Rise of the “Cyborg Advisor”: Using Technology to Scale Growth
For wealth professionals, it frames technology as a way to support practice growth and client relationships when market-driven growth is described as less dependable.
Wealth tech & AI
Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
5 videos and podcasts · new this week: 4
Editor’s choice
Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work
Why it matters
For advisors and operations leads weighing AI tooling, the episode is pitched as a discussion of task division between advisors and AI agents rather than a product demo. The origin story — starting from Salesforce data entry — may be a familiar entry point for firms looking at workflow automation.
Picked by the wealth tech & ai deskStart here: a short explainer
Latest in wealth tech & AI
The Analyst in the Loop: How AI Is Expanding Manager Research
For wealth professionals who use or follow manager research, the episode describes how one research organization is applying AI agents to analysis of investment strategies and what may come next.
AI Tools for the Investment Firm – Ben Harrison (EP.522)
For wealth professionals whose firms are evaluating AI adoption, the episode frames a shift from individual productivity uses to workflow-level agents and highlights governance and security considerations. It also discusses operating implications for private capital firms.
AI-Driven Private Wealth Intelligence with Russ D'Argento
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
Wealth tech & AI
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