TIFIN President & CRO Rob Pettman Discusses AI Trends And 2025 Predictions, How AI Serves Advisors And His Motivation To Move To A Firm Specializing In AI Solutions
Plus Our Deals & Recruiting Roundup, My Quarterly Wealthtech Review, CI Financial Going Private, The Standardization Of Tech Stacks, Avantax’s Recruit, Perigon’s Hires And F2’s New CEO
M&A By CI Financial, Cresset, Modera And Mercer. Recruitments By Equitable, Avantax, Bank Of America And UBS. The Establishment Of The Langston Wealth Management Center. Strategic Appointments By Perigon And PNC.
WSR’s Inaugural List Of The DS 5 Recognizes As Honorees Ronice Barlow Of Franklin Templeton, Alaina Giampapa Of Natixis, Cliff Jack Of AuguStar, Karen Lutomski Of Nuveen And Matt Matrisian Of AssetMark
Experts From Cross-Search, Hue Partners, Cambridge And F2 Strategy Discuss The Harmonization Of Tech Stacks, How Advisors Are Reacting And What The Future Holds
