Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.
As the first AI-powered GPT assistant for financial advisors, SIFA is on a mission to automate ongoing communications between advisors and their clients.
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
Firms will have to be transparent, provide adequate guardrails and deliver impactful strategies to succeed because while AI won't replace humans it is not going away.