"The fourth Industrial Revolution, driven by artificial intelligence, cloud computing, and digital platforms," is what will transform wealth management, Price said.
A Michigan-based advisor at Osaic's ConnectED conference shared that protecting clients from fraud often requires patience, empathy, and careful listening. "Sometimes the most important thing we do isn't about investments."
In this conversation with Dr. Don Barden, he explains how his research in behavioral economics revealed how women in leadership will help advisors thrive.
The Osaic CEO kicked off ConnectED 2025's conference keynote by providing a state of the industry and where things are headed.
The founder and CEO shared with InvestmentNews his thoughts of Future Proof's evolution and how his approach — combined with technology — is elevating the wealth management industry.
Wealthspire's Julie Penwell and Lionshares startup CEO Sofia Massie share insights on how to embrace being innovators and entrepreneurs in wealth management.
"The most important decision you make is the team you put together," Jenny Johnson, CEO of Franklin Templeton, told the audience during the event.
"Despite the weak headline ... Equities are reacting positively, and bonds yields down as this softer print cements a Fed rate cut in September, with the door open for more easing through year-end," said Lara Castleton of Janus Henderson Investors.
Demographic shifts in RIAs and clients indicate a shift in tech-forward thinking, but with varied degrees of focus, according to Betterment's 2025 Advisor Survey.
