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
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
Q&A With David Crow Of Axos – Our Wealthtech Leader Of The Month – And Product News Featuring TradePMR, Wealth.com, Luma, Osaic, Black Diamond, Flourish, Communify Fincentric, PureFacts And Advyzon Investment Management.
Firm’s Roessner And Balaram Discuss Efforts To Build Out More Functionality And Services For Advisors While Investing Strategically in AI, Leadership Team
