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Summary: For many years, there have been many conversations on how financial advice will be disrupted. Algorithms would replace advisors; automation would redefine relationships, and efficiency would win. That has not happened. What I have seen instead is something far more durable. Technology is reshaping how we deliver advice, but it is not replacing the advisor. If anything, it is reinforcing the value of the human element at precisely the moments when clients need it most.
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Summary: The families we work with don’t struggle because they lack access to sophisticated investment strategies, tax structures or estate planning tools. They struggle because the people, priorities and decisions surrounding that wealth are not aligned.
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Summary: Wealth management has never had better technology, yet adoption continues to lag. Advisors today have access to powerful CRMs, planning platforms, client portals, and increasingly, AI-driven tools designed to improve efficiency and deepen client relationships. Still, the gap between what technology can do and what advisors actually use remains stubbornly wide.
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Summary: The lawsuit comes amid a string of recent cyberattacks against wealth firms including Mercer Advisors, Edelman Financial Engines, Beacon Pointe, CW Advisors, Betterment, Pathstone, EP Wealth, Cetera and Ameriprise.
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Summary: Despite the broad market’s fears that Artificial Intelligence tools will replace financial advisors, AI will be a boon for financial advice firms of all stripes, from mega broker-dealers to humble one and two advisor RIAS.
