Insights
Field notes on technology, AI, and operations for wealth management firms. Written by Andre Forbes.
Fintech Hit $504B in Revenue Last Year. Wealth Management Leaders Should Pay Attention.
Global fintech revenues reached a record $504B in 2025, growing 4x faster than banks. Here is what that means for wealth management and operations leaders.
Read →Addepar, YourStake, and Envestnet Advance AI Agents and Workflow Automation for Advisors
Addepar announced AI agents and workflow automation at AddeConf26, including a data operations agent to identify and resolve data issues, expanded Addison AI capabilities with alternatives and
Read →Advisors Seek Transformative Tech and AI to Drive Growth and Client Acquisition
Independent financial advisors are increasingly seeking technology solutions to drive growth and serve younger, tech-savvy clients.
Read →Why RIA M&A Complexity Hides Below the Surface
RIA mergers and acquisitions present unique complexity despite smaller deal sizes, with challenges rooted in founder-dependent business models rather than organizational structure.
Read →What "technology advisory" actually means for a wealth management firm
Technology advisory isn't a vendor pitch. It's senior outside perspective for the decisions a firm's existing team is too close to make cleanly.
Read →AI governance for RIAs and broker-dealers — where to actually start
AI governance isn't a binder. It's a small set of decisions and recurring meetings that let the firm say yes to AI without saying yes to risk it can't carry.
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