Future of Advice
Industry change, advisor business models, and the evolving client experience.
The Great Wealth Transfer Isn’t Just About Money. It’s About Who Makes the Decisions
Whatever brought you here, you’re part of something historic: a generational shift that’s placing more wealth - and more decision-making power - in the hands of more women than ever before.
The Storytelling Stack: What YCharts Sees From the Center of an Advisor's Day
YCharts CRO John Vander Vennet explains why the next generation of advisor technology will be measured by the time it gives back, not the features it adds.
AI Is Repricing Financial Advice. What Will Clients Still Pay Advisors For?
Not a prediction about where AI is going, a description of what is being repriced right now, this year, in the data, and what it means for how we build our firms.
Claude for Financial Advisors Is Here. But Is the Industry Building AI Backward?
Claude inside Schwab Advisor Center reaching 16,000+ RIAs overnight is the single biggest distribution event advisor AI has seen.
The Trillion-Dollar Wealth Transfer Is Really a Relationship Transfer
An advisor may have served Mom and Dad for 20 or 30 years. They know their retirement plans, investments, insurance, estate strategy and financial history. But how well do they know the children?
Your RIA Is Probably Too General. Charlie Munger Knew Better.
Today Charlie’s sayings are getting a second life through Poor Charlie’s Almanac, a collection of his speeches, talks, and biographical sketches.
Who Wins and Who Loses When Vanguard Buys Altruist
Here is where six constituencies actually stand, not where the press releases say they stand.
AI Governance Isn’t a Speed Bump. It’s the On-Ramp to AI Adoption
It is not a constraint on momentum or adoption. It is the operating model that helps teams adopt AI in a way that they can explain, monitor, and improve.
The Future of Wealth Management: How AI, Data and Research Are Transforming Portfolio Advice
Public and private assets have historically lived in separate analytical worlds, so advisers could not see a portfolio’s true total risk.
Using AI to Deliver High-Touch Wealth Management
Written by: Blake Butler | Canterbury Capital Wealth Management Artificial intelligence is transforming wealth management.
Your Practice Has Grown. Has the Business Grown with It?
The conditions that helped create past success should not automatically be assumed to be the conditions needed for what comes next.
Your Advisory Firm Doesn’t Need More Heroes. It Needs Better Systems.
Clients will choose practices that feel stable, responsive, and professional. Talent will join practices that are systemized and respectful.
The $124 Trillion Opportunity Nobody in Wealth Management Is Talking About
$124 trillion is about to change hands in America through a settlement system that still runs at the speed of paper
In the AI Age, Being Human Is Still a Financial Professional’s Best Asset
But for all its capabilities, AI still lacks one essential trait: It doesn’t care. Artificial intelligence is rapidly reshaping financial services, promising greater efficiency, automation and scale.
Wealth Management Is Ready for Its Biggest Technology Shift Yet
Our industry has gotten comfortable. We are prone to be successful to a fault. Success has a way of making the status quo feel safe.
Future of Wealth Management Won’t Be Won by Technology Alone
Here are some really wonderful reminders of experience that I believe are fundamentally meaningful as we look ahead.
Anthropic Keeps Coming for Wall Street. Here Is the Ecosystem Behind the Push.
It is an ecosystem, and the piece built for your business looks very different from the browser-based chatbot most executives encounter first.
Choosing the Right AI Vendor: 7 Questions Every Decision-Maker Should Ask
AI is reshaping advisory firms. Here are seven questions that help firm leaders distinguish practical value from operational risk.
Own Your Data or Rent Your Business
The plains are one of the most diverse ecosystems on earth. Grasses, thistles, legumes. This is the land that once held millions of bison.
AI Is Helping Advice Firms Cut Junior Roles. They Will Regret It
The result could be a profession that looks more efficient on paper while becoming weaker underneath.
