GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.

Merit Financial Advisors President Kay Lynn Mayhue describes the firm's 'hub and spoke' approach to acquisitions, what kills a deal and more.

First Ascent CEO Scott Mackillop discusses the value of TAMPs for advisors and clients.

Facet Wealth’s Anders Jones on building a hyper-efficient financial planning firm for the mass affluent.

CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.

David Armstrong and Mark Bruno talk about what’s fueling the growth of the most aggressive RIAs in the market and what that means for RIAs who are poised to join in the frenzy.

LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.

Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Jay Lipman shares how Ethic can help advisors construct portfolios that reflect clients' values.