How Financial Advisors Can Help Clients Understand What is Actually Happening in Their Portfolios
In this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Justin Whitehead, Co-Founder and CEO of Pebble Finance, to explore how AI is fundamentally transforming client communication in wealth management.
What if your brokerage account could explain itself to you, like a human would?
What if your brokerage account could explain itself to you, like a human would?
More About Pebble: Learn Why Our Mission to Democratize Finance Drives Everything We Do
Justin Whitehead, CEO and Co-Founder of Pebble Finance, discusses portfolio intelligence technology for investors with Chris Latham.
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.
Technology should be assisting each and every wealth manager to give extremely high-level service to their clients.
Our CEO Justin Whitehead recently spoke at The Wealth Mosaic's “AI Toolkit Roadshow, New York Edition” about a bad investment he made and how Pebble Finance's AI solutions help wealth management firms provide essential support in managing the increasing complexity of investment decision-making and explaining portfolio performance to clients.
Wealth Advisors: Solutions to help you understand client concerns before they call.
Wealth Advisors: Solutions to help you understand client concerns before they call.
AI Is Eating Wall Street’s Lunch (or is it?)
You get the wrong take if you just read the headline. Check out this quick read on our thoughts.