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.
Justin Whitehead on Pushing the Boundaries of AI
Our Founder and CEO, Justin Whitehead, recently spoke with Authority Magazine on "Pushing the Boundaries of AI”.
Justin Whitehead named to Investment News 2025 Hot List
Congratulations to our CEO Justin Whitehead for being named on the InvestmentNews Hot List for 2025! 🔥 This list honors professionals who have demonstrated exceptional leadership, innovation, and impact in America's Wealth Management industry.
We’re excited to announce that Pebble is a finalist for the ThinkAdvisor Luminaries! ✨
We’re excited to announce that Pebble is a finalist for the ThinkAdvisor Luminaries in the Client Engagement - Industry Disruption category!
Pebble Announced as Finalist for Two Wealthies Awards
Pebble is a finalist for not one, but TWO #Wealthies awards! 🥳