The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.
In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.
AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
