The president and CEO of GeoWealth details why RIAs are desiring more flexibility and control with their technology solutions.

Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.

The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.

FP Alpha's Andrew Altfest discusses the disconnect between what investors want and what some advisors deliver.

Russell Feldman, co-founder and CEO of IMTC details the technological shift happening in the fixed income market.

Catchlight's Yelena Melamed details how AI is being used as a tool to support the human work of financial advice.

eCIO founder Rob Roquitte discusses why in the post-pandemic, virtual world the one-size-fits-all service model does not work anymore.

Scott Leak of FP Transitions describes what kind of data should advisors be looking at when it comes to making major decisions or transitions.

Wealthtender's Brian Thorp breaks down what the latest SEC marketing rule means for advisors.

Nexus Strategy's Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.