Wired For Wealth Tech: Trends Every Advisor Should Track (Ep. 13)

In this conversation, Ray Sclafani and Mark Hurley discuss the evolving landscape of the financial services industry, focusing on the rise of AI technology, the emergence of M&A refugees as a new talent pool, and the critical importance of cybersecurity. They also delve into the controversial decision by Ellevest to transition clients and the need for wealth management firms to adapt their marketing strategies to capture the next generation of clients. The discussion highlights key trends in technology usage and the expansion of wealth management services beyond traditional investment management.

Click here for the T3/Inside Information Advisor Software Survey