Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients—and are revolutionizing the wealth management industry.
One of the most experienced and knowledgeable voices in the wealth management and wealthtech industries—Lori Hardwick, CEO of Red Rock Strategic Partners—stopped by the WealthStack podcast to highlight the developments in fintech that all advisors need to know.
Ms. Hardwick talks with Mark Bruno, the managing director of Wealth Management at Informa, about her key learnings sitting on the boards for major players in wealthtech, such as Orion, Cetera and Vestwell. In addition, they discuss:
- How emerging technology is improving every interaction advisors can have with clients;
- How technology is accelerating change in retirement plans; and
- How financial planning, risk management and asset management are converging to create a truly holistic and customizable wealth management experience.