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.
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.
Partnership Announcement: Pebble + Expero
Exciting news! We’re thrilled to partner with Expero as part of their Connected Finance platform — built for wealth management and online brokerage firms.
Pebble Finance Included in Wealth Mosaic’s 2025 Artificial Intelligence Toolkit
Introducing the AI Toolkit 2025! 📣 We’re thrilled to be featured in a new report from The Wealth Mosaic, focused on AI trends and the AI-driven technologies wealth managers are increasingly adopting to enhance efficiency, deliver greater levels of personalization, and power decision-making.
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.