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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.
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.