Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
7 videos and podcasts · new this week: 6
For wealth professionals evaluating advisor technology, the episode focuses on how AI agents are being positioned inside advisor workflows, how account opening and client intake may change, and the data-silo problem software vendors are trying to address.
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.
For advisors fielding client questions about AI themes, it offers a concise framing of near-term versus longer-dated opportunities and risks in health care from Morgan Stanley’s Global Investment Office.
New manager videos, podcasts and our own wealth tech & ai stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
