Three scenarios that show how timely tax data can augment #wealthmanagement #CRMs and enable #advisors to deliver better advice, drive more revenue and enhance compliance. Read the full post here: hubs.ly/Q01P7JQv0 #wealthtech #financialadvisors #compliance #fintech

If you're a business leader in #wealthmanagement, you're going to want to listen to Kendra Thompson's (Kendra Thompson) discussion with @Davyde (Day) Wachell about the power of #data-driven insights for your business. Listen: hubs.ly/Q01QcqfZ0 #AI #dataanalytics #wealthtech

We'll be at #Wealthstack2023 next week. Hope to see you there!

These four trends are reshaping financial #advice according to MichaelKitces: 1. New #Technology 2. The Great Convergence 3. Crisis of #Differentiation 4. The Search for New Business Models Full post here: hubs.ly/Q01QrDj-0

Listen to Kendra Thompson in convo with Davyde Wachell about why the future of advice is hybrid. #AdviceArchitects Ep.9 – Using Data to Power the Client Advisor Partnership: hubs.ly/Q01R1d9Y0 #wealthtech #dataanalytics #advisors #wealthmanagement #data

Don't miss the Demo Day for the FinTech Lab - Jun 22, 2023 at 9:00 am ET. If you're in the #NewYorkCity area and want to attend in person, sign up here: hubs.ly/Q01Rvv3j0 #wealthtech #fintech #innovation

"The system should be much more active, much more proactive in telling #advisors what they should do next to help them improve their practice." ~ Craig Iskowitz ICYMI, listen to Episode #3 of the #AdviceArchitects #podcast: hubs.ly/Q01ShzlC0 #wealthtech #wealthmanagement

#Artificialintelligence certainly has a role to play in #financialservices, but it will not sound the death knell for human relationships. But human #advisors augmented by #AI and #dataanalytics will reign supreme. hubs.ly/Q01SRpx60 by Yuri Bender PWM via Urs Bolt 🇨🇭🇵🇭

Don't miss Episode 10 of the #AdviceArchitects podcast featuring Adam Holt, founder of Asset-Map. Discover how a simple "asset map" can revolutionize advisor-client engagement and the role of #technology in scaling the value proposition of #advisors. hubs.ly/Q01VPfg30

In case you missed it, join Adam Holt and @Davyde Wachell as they discuss the importance of client engagement and how mapping assets can help. Listen here: hubs.ly/Q01WVptF0 #wealthtech #advicetech #advice #advisors #wealthmanagement

Canadians are twice as likely to change #wealthmanagers compared to their global counterparts – 45% of respondents are looking to add, switch or move providers in the next 3 yrs Read: 2023 EY Global Wealth Research Report hubs.ly/Q01X7M8W0 via Urs Bolt 🇨🇭🇵🇭 #WealthManagement

Watch our Demo Day 2023 presentation by CEO @Davyde (Day) Wachell. Contact us for a full demo and to find out more about our "zero integration" Proof of Concept. hubs.ly/Q01X7JKd0 via FinTech Lab #wealthtech #advicetech #fintech #wealthmanagement

In this interview, roryshenry engages in a thought-provoking conversation with Davyde, CEO of Responsive.AI. Davyde discusses the Hollywood Strike and the current use case of leveraging AI to expand the reach of a Korean Pop star’s digital presence. They explore how a person’s

An entertaining and wide-ranging conversation! Thanks to roryshenry and AFO|Wealth Management Forward for making it happen. #podcast #wealthtech #wealthmanagement

Global #wealth declines for first time since global financial crisis of 2008 – Wealth increases recorded for Russia, Mexico, India and Brazil. 🆕Global Wealth Report 2023 by UBS (& Credit Suisse): ubs.com/global/en/fami… #WealthManagement #PrivateBanking

On the #Bankadelic #podcast, Lou Carlozo talks @Davyde Wachell, about how financial #advisors can leverage #tax data and use #AI to get a full picture of a client's financial situation and provide better advice. soundcloud.com/bankadelic/epi… #wealthtech #WealthManagement

Dive into the latest episode of the #AdviceArchitects #podcast in which Cara Dailey discusses the intricacies of #AI, #data products, and the challenges they present. Listen here: responsive.ai/blog/advice-ar… #wealthtech #wealthmanagement #advisors #ChatGPT

Join @Davyde Wachell and Scott Reddel of Accenture as they discuss the significant transformations in #wealthmanagement, the evolving needs of clients and the pivotal role of technology in shaping the future of financial #advice. responsive.ai/blog/advice-ar… #wealthtech #advisors

Dive into the latest #AdviceArchitects episode with @JasonPereira! Explore a future where #financialplanning is more than numbers—it's about life aspirations, human connection, and balancing tech with touch. A must-listen for financial advice providers - responsive.ai/blog/advice-ar…