Doug Besso, chief technology officer, HighTower“Using machine learning and artificial intelligence to create the augmented adviser, and really the augmented client, experience.”
Cheryl Nash, president - investment services, Fiserv“I think we're all focusing on the adviser and technology, but how about the consumer?”
Rich Policastro, senior vice president - sales and relationship management, Fidelity Investments“One thing that I really think is going to be more of a disruptor is as firms are growing, being able to differentiate themselves and really articulate their value proposition.”
Jack Snyder, managing director, east divisional director, Nuveen Investments“I think it's how we continue to deploy our resources to really service our clients in the most efficient way, not only for how they want to be serviced, but also how we can get the most out of it.”
Sean Lawlor, head of enterprise data solutions, Envestnet“I would say adviser performance accountability.”
Todd Thomson, co-founder and chairman, Dynasty Financial Partners“The RIA world is going to go through a very massive disruption as we start seeing very large, very professionally run national RIAs evolve onto the scene. It will make it very difficult to compete as a smaller shop in that industry, and increasingly difficult to compete if you don't have a fiduciary mindset, as you serve your clients.”
Heather Kelly, senior vice president, United Capital Risk Management“It's all about moments and experiences. It's what is that experience with the adviser, and did that adviser get me to achieve the goals?”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
