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
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.
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 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.
New manager videos, podcasts and our own wealth tech & ai stories on My Desk and in your morning edition.
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