Transforming Wealth Management with Technolog...

In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't: Why the real advisor shortage is bigger than the headlines suggest, and what that means for firm leaders right now Why the advisor of ...  Show more

Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for a "This Or That" conversation on: Investments or wealth? Firm ...  Show more

Chandra Duggirala discusses bitcoin, blockchain and AI, and how the confluence of these technologies can empower of financial self-sovereignty and super intelligence to every investor. Chandra is the CEO ...

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Prem Natarajan, the executive vice president, chief scientist and head of AI at Capital One, discusses how AI is enhancing financial services by transforming customer experiences and internal operations. He shares how advanced AI models and agentic workflows are accelerating the ...  Show more

Uri Ferruccio, co-founder and CEO of Concordia, discusses the use of blockchain and AI for financial risk management and future-critical data technologies that are incubating a global, multi-asset-class ...