Amid a flurry of activity at XYPN, Michael Kitces explains how Schwab's own moves in turn boosted AdvicePay and why AI is (mostly) useless for advisors.
As wealth firms expand their digital capabilities, they must prioritize the requirements of the so-called Early Adopters among their clients, who will be the first to trial and assess new functionality.
This special issue includes: current market views from asset managers, articles on technology & best business practices. You can skim at your leisure, or zero in on the contributions from firms that may be of interest.
