It's not news that financial advice will increasingly be grounded in psychology and therapy—but how an advisor builds a business around those client demands is still evolving, according to speakers at the Future Proof wealth festival.
The reductions are a resumption of Goldman’s annual culling cycle that it had largely paused during the pandemic.
Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards.
Stich, the former chief operating officer of NaviPlan, will join as chief revenue officer; Velugula, former tech executive at UBS and AQR, will head up technology for the new custodian.
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
The eighth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.
Advisors can no longer differentiate themselves solely on being a fiduciary or managing a portfolio.
