Thought Leaders

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.

For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset management-focused M&A advisory firm affiliated with Berkshire Global Advisors, the international investment bank.

Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.

Changes are coming that will make our experience online better in many ways. This is happening quickly and is a result of the explosive growth of “Web3” . 

“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”

Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.