Scope Creep or Strategic Growth? Wealthtech Expansion Drives Need for Better Integration

“It’s not about faith in technology. It’s about faith in people.” — Steve Jobs, co-founder and former CEO of Apple The wealth management landscape is in a state of flux. With rising client expectations and a relentless drive for efficiency, Registered Investment Advisors (RIAs) are increasingly turning to wealthtech solutions to streamline operations, automate tasks, […]

Can Big Data Make Risk Tolerance Questionnaires Obsolete?

risk tolerance questionnaires

This week, we remember a seminal event in the history of artificial intelligence. It was the twentieth anniversary of world chess champion Gary Kasparov’s loss to IBM’s Deep Blue supercomputer. I was fortunate to be in attendance when Kasparov gave a keynote speech at the 2017 Envestnet Advisor Summit, where he spoke about his latest book, Deep Thinking. […]