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?”
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
