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.

Chris Hiestand discusses shifting RIA custody dynamics and advisor preferences.

Balancing client focus and business growth is a pivotal challenge for RIAs over 3-5 years, as Brian Hamburger explains M&A implications.