Tag: wealth management

Long-Term Bullish On RIA/Private Client/Trust Investment Services

Long-Term Bullish On RIA/Private Client/Trust Investment Services

I traded text messages with a friend who is contemplating a Chief Investment Officer role with a large RIA firm. Increasingly it seems Portfolio Managers who spent much of their career working for large, long-only investment managers are looking for a change to where they can operate with more flexibility and creativity. The RIA/Private Client/Trust … Continue reading Long-Term Bullish On RIA/Private Client/Trust Investment Services

How AI Will Conquer Financial Services

How AI Will Conquer Financial Services

From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial Services