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.
Justin Whitehead on the Schwab Network | 2026 'Narrative Shift' in Wealth Management A.I. Adoption
Our Founder and CEO, Justin Whitehead, spoke with Diane King Hall of the Schwab Network about his 2026 predictions for AI and Wealth Management.
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.
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.
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.