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Anders Jones, CEO and co-founder, took the time to discuss the benefits of building tech in-house, how they are using AI and what they would change if they could.

In speeches at the CFA Institute LIVE conference, experts pointed to the importance of financial advisors and other industry experts in the present circumstances.

Anurag Arjun is co-founder of Avail, a modular blockchain infrastructure project spun out from Polygon. He previously co-founded Matic Network (now Polygon) and serves on the board of rootVX, an enterprise tokenization studio focused on building regulated digital infrastructure for assets, payments and data. With a background in research, economics and engineering, Anurag brings deep cross-disciplinary expertise to financial technology and modular blockchain design.

Anupam Gupta is chief product officer at Applied Systems Inc. He is responsible for the company's product vision and product management teams. Formerly CPO at 4C Insights, a sophisticated Data & Analytics SaaS provider to the AdTech/MarTech industries, which was acquired by Mediaocean, the mission-critical platform for omnichannel advertising with more than $200 billion in annualized media spend managed through its software, connecting the ecosystem of agencies, brands, media, technology, and data. As CPO of the combined companies, he spearheaded their product transformation to the cloud, adding new products fueled by data and intelligence infused in the core workflow. Previously, he led product organizations for several tech companies, including at Vubiquity, Mixpo, and Microsoft among others.

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.

Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.