For Now, AI Is Making Financial Advisors More Productive. What Comes Next Could Be More Disruptive.
The future of wealth management amid the rise of artificial intelligence was on everyone’s minds last week at FutureProof Citywide, as this article by Andrew Welsch in Barron’s explains. Our co-founder and CEO Justin Whitehead gave his thoughts about the incorporation of artificial intelligence in wealth management, and how financial advisors must work to separate themselves from the grain by providing a humane approach beyond just a financial plan.
Reshaping Wealth Management in Unexpected Ways
Artificial intelligence is already changing wealth management. But despite the breathless marketing, its real impact will be quieter, more constrained and, ultimately, more disruptive than many firms anticipate.
Time To Separate The Work Savers From The Work Creators In AI
It’s time for the marketplace to view “AI innovations through a different lens, one that separates the solutions that tell us what to do from the ones that do the work for us. More simply, we need to distinguish AI that does the work from the AI that makes the work.” Our CEO Justin Whitehead makes the case in Financial Advisor magazine for why the wealth management industry needs to look beyond efficiency tools and prioritize true work-saving technology.
Trifecta of Speed, Novelty & Quality Needed to Invest in AI Innovation
In Advisor Perspectives, our Chief Technology Officer, Chet Stuut, explains how the trifecta of speed, novelty, and quality are needed for financial institutions to invest in AI innovation.
The Dangers of Being ‘Too Nice’ to Clients
Do clients really want a pitbull financial advisor? In his latest byline for ThinkAdvisor, Pebble CEO Justin Whitehead argues that the future advisors of wealth management may approach clients differently.
The Subscription Economy is Coming to the Financial Services Sector
Robinhood recently unveiled its premium subscription model, which includes access to Cortex, an AI engine. In his recent article for InvestmentNews, our CEO Justin Whitehead explains why retail brokerage firms should work with a partner who has both a deep technological background and encyclopedic knowledge of the financial services world.
We Caught DeepSeek Cheating 😳
Our co-founder and CEO Justin Whitehead played around with DeepSeek's "reasoning ability" by giving it a number puzzle and…it cheated! 🤣 Read on for his findings.