Advisors are in competition with technology developers and startups for top tech talent. Here’s what leaders at KPMG, F2Strategy and @YGCWealth suggest firms do to attract a leading CTO or CIO. #CTOjobs #wealthmanagement #Techtalent bit.ly/47sNOiL

Questions from clients about how to go about buying a car come up often for many financial advisors. Here are the key questions for them to consider. #financialadvisors #wealthmanagement bit.ly/47ru3YB

Wealth management firms and #familyoffices can turn competition into mutual opportunity. Nilesh Vaidya of Capgemini explains how. #wealth #wealthmanagers #UHNWI bit.ly/4gt1oqo

The 2024 Future Proof wealth festival is underway. Here are the key takeaways from the first panel with insights from Ritholtz Wealth, The American College of Financial Services and CFA Institute. #wealthmanagement #financialplanning #FutureProof bit.ly/4d9771y

With so much focus on the rapidly consolidating giant RIAs, this Future Proof asked how smaller firms can compete and thrive in the channel. Here are some of the key takeaways. #RIAs #financialadvisors #wealthmanagement bit.ly/4erDGZU

The Federal Reserve has begun lowering interest rates — by a half point. But there are still several unanswered questions for wealth managers and advisors. #federalreserve #interestrates #ratecuts bit.ly/3Biz7m5

Fintech startup Intelligent Alpha launched a chatbot-powered ETF that claims to have the investment prowess of a Warren Buffett or David Tepper. #assetmanagement #ETFs #technology bit.ly/3TzYTsy

SEC head Gary Gensler doesn't want those in the financial sector to be hurt by a potential AI outage, à la Scarlett Johannson's character in "Her." bit.ly/3MPPych

The Fed lowered interest rates for the first time in years this week; financial advisors and their clients had already been looking at strategies for cash management moving forward. #cashmanagement #interestrates #federalreserve bit.ly/4esJTVh

M&A in wealth management isn’t all it’s cracked up to be, an U.S. Securities and Exchange Commission case suggests. Sometimes it comes with compliance pitfalls. #RegBI #wealthmanagement #SEC bit.ly/3zqlIIo

The latest U.S. Securities and Exchange Commission of the stock market threatens to increase cost of the “payment for order flow” relied on by many brokers. #regulation #equities #markets bit.ly/3XusmFm

Technology has made it easier and yet more challenging for advisors to manage portfolios without the help of a vendor, said leaders at @EnVintel, J.P. Morgan Asset Management and @Dimensional during the Future Proof conference. #assetmanagement #vendormanagement #RIAs bit.ly/3MPIDzL

Nilesh Vaidya of Capgemini describes how strategic cooperation with #familyoffices can attract rare ultrahigh-net-worth wallet share. #UHNW #wealthmanagement #financialadvisors bit.ly/4gt1oqo

RIAs with at least $1B manage more than 70% of the assets in the channel, even though they comprise only 7% of the firms in the channel. Here’s how smaller firms have an edge. #financialplanning #investments bit.ly/4erDGZU

What is the investment mindset shift for financial advisors in an era of rate cuts? How does it change the broader economic outlook going forward? And what will happen with the rest of the 2024 rate cuts? #federalreserve #interestrates #ratecuts bit.ly/3Biz7m5

Join us at 2 pm ET today for "AI in Financial Services: A Michael Kitces Interview With Diana Cabrices"! MichaelKitces Diana Cabrices #AI #wealthmanagement #financialadvisors bit.ly/3MOCa8e

Can an AI-powered ETF think like the greatest investment minds of this century? Fintech startup Intelligent Alpha is putting that to the test with its new chatbot ETF. #AI #investmentstrategies #wealthmanagement bit.ly/3XnWzWE

While cash seems like a safe bet for portfolios, risk avoidance can equal return avoidance. #cashmanagement #interestrates #federalreserve bit.ly/4esJTVh

The U.S. Securities and Exchange Commission says it’s improving the liquidity and transparency of the stock market with its latest round of reforms. Brokers and exchanges warn of higher costs. #wealthmanagement #financialplanning #advisors bit.ly/3XusmFm

Compliant marketing baseline: Employ core ethics, common sense and partner early with your #compliance department, says Michelle Borkowski of F2Strategy. #financialadvisors #marketingrule #growthstrategies bit.ly/3z66HeF