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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

They are also less likely to benefit from pension plans than their parents were, while 401 (k) plans were still not as widespread as they are today when this generation entered the workforce. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. Let’s say your planning tool doesn’t integrate with your CRM. Use Case 2: Agentic AI Between Disconnected Systems Today, most firms are burdened by the tyranny of software silos. No problem.

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Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.