Yrēfy's Laine Schoneberger shares their mission to expedite debt relief through an innovative investment opportunity.

Shannon Spotswood highlights the importance of Talent, Technology, and Time for RIA success through differentiation and life-centric planning.

Siddhartha Oza discusses how Sora Finance is addressing the need for comprehensive financial advice, including often-overlooked liabilities.

Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.

Nitrogen's CEO, Aaron Klein, reflects on the Fearless Investing Summit's evolution, the pivotal role of technology integrations, and the future with generative AI.

Julie Ragatz highlights changing paths to attract next-gen talent to the industry, emphasizing CFP programs and mentorship.

Doug Fritz of F2 explores AI's impact on wealth tech, emphasizing practical implementation, data organization, and the role of CTOs.

Wealth advisors shifting to financial life planning. Steve Leivent from SS&C Advent advises on tech adoption and focus.

RIAs face growth pressure. AdvisorEngine’s Rich Cancro discusses the shift from referrals to marketing for organic growth.