Trilogy Financial Services, the $4-billion hybrid RIA out of Irvine, California, has hired Amy Kane, a 25-year industry veteran, to fill the newly created role of Head of Wealth Planning.
Kane will lead Trilogy’s delivery of enhanced wealth and financial planning, as well as wealth solutions for high-net-worth clients. She will also be responsible for designing scalable systems to support consistent and efficient planning, as well as streamlining advisor workflows.
When asked about the role of evolving digital solutions in wealth and financial planning, Kane said she is closely watching AI innovations.
“Imagine the possibility of spending more time with clients and building relationships, and now realize that is a reality with the addition of AI innovations,” Kane told DWN. “What once was seen as a threat to advisors is now a powerful complement to advisors, allowing an opportunity to enhance human connection. By cutting through the noise, AI, most often through planning software, empowers advisors to spend more time building relationships and having meaningful conversations about what truly matters to clients.”
Kane added that today’s tools and software can assist in automating data gathering, analysis, and reporting, allowing for faster, more thoughtful insights and better customization in planning and risk management.
“While AI has long supported banking and basic investing, the next rapidly growing area lies in the ability to interpret complex areas such as estate and tax planning, behavioral finance, and spending patterns in real time,” Kane said. “These advancements enable richer, more immediate discussion without hours of manual analysis.”
Kane, CPA, CFP, CTFA, CDFA, will report to Trilogy’s Executive Vice President and Chief Strategy Officer, Mike Broker.
“We are thrilled that Amy decided to bring her considerable talents to Trilogy,” Broker said. “Her expertise aligns perfectly with where we are taking the firm as we invest in enhancing our wealth management and financial planning support to give our advisors the latest tools, resources, and solutions to serve the unique and increasingly sophisticated needs of their clients.
