The wealth management sector has seen a wide range of new technology in the operating environment combining the physical, digital and biological worlds. In this discussion, Financial Planning Editor-in-Chief Chana Schoenberger sits down with Koley Corte, senior vice president and global head of business transformation at Alliance Bernstein, Edward Jones Principal Zar Toolan and Stefan Savov, senior vice president of Kasisto to discuss what's really working in client and advisor experience, how to design tech for experience and adoption, and best practices for building and designing around the customer.
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The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.
12m ago -
During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.
October 28 -
Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
October 28 -
The increased sophistication that cyber attackers are getting from technology requires more frequent updates to cybersecurity defenses, according to cyber insurance experts.
October 28 -
Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
October 28 -
Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
October 27




