Season 1 of #AdviceArchitects is a wrap. Here's a recap: responsive.ai/blog/advice-ar… Thanks to our guests: @LexSokolin @insart @craigiskowitz @LedaGlyptis @JoshBook10 @williamtrout @TheRudinGroup @cgledhill @kennyt5 @AssetMapLLC #wealthtech #WealthManagement

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…

Join @Davyde Wachell and @ScottReddel 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

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 (& @CreditSuisse): ubs.com/global/en/family-off… #WealthManagement #PrivateBanking

In this interview, @roryshenry engages in a thought-provoking conversation with @davyde, CEO of @responsiveai. 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 digital footprint will become increasingly valuable and why intellectual property might be the future currency in tomorrow’s creator economy. They delve into how tax professionals and financial advisors are utilizing tools like @responsiveai to discover potential revenue-generating opportunities to cater to the varied needs of their clients. Uncover Davyde’s insights on the potential of AI to provide focused and personalized insights. Learn about Davyde’s recent experience at Accenture Fintech Lab in New York, where he had the opportunity to present to BlackRock’s CEO, Larry Fink. Is the largest Asset Manager in the world going to get more into Wealth? Don’t miss out on this AI episode with Responsive AI founder Davyde Wachell. lnkd.in/gRJWkb4J #behavioralfinance #communication #coaching #network #business #growth #wealthmanagement #accounting #CPAs #accountants

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

On the #Bankadelic #podcast, @LouCarlozo63 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/ep… #wealthtech #WealthManagement

An entertaining and wide-ranging conversation! Thanks to @roryshenry and @WealthManagem19 for making it happen. #podcast #wealthtech #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 @FinTechLab #wealthtech #advicetech #fintech #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 @UrsBolt #WealthManagement

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

Don't miss Episode 10 of the #AdviceArchitects podcast featuring Adam Holt, founder of @AssetMapLLC. 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

#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 @YuriBender @FT_PWM via @UrsBolt

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

Don't miss the Demo Day for the @FinTechLab - 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

Listen to @kennyt5 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

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

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

If you're a business leader in #wealthmanagement, you're going to want to listen to Kendra Thompson's (@kennyt5) discussion with @Davyde (Day) Wachell about the power of #data-driven insights for your business. Listen: hubs.ly/Q01QcqfZ0 #AI #dataanalytics #wealthtech

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