The role of the financial advisor is expanding – and technology may finally unlock its full value. Kevin Barr spent more than two decades at SEI Investments, most recently serving as President of SEI Investment Management. Across a 35-year career in financial services, he has helped shape how investment products, asset management platforms, and advisory businesses are built and scaled.
In this episode of Innovation Spotlight, Kevin explains why AI and modern data platforms will allow advisors to move beyond investment management toward truly holistic wealth advice.
In this conversation:
• Why the advisor’s value may grow exponentially in the AI era
• The shift from account-centric investing to household-centric advice
• How AI will enable advisors to deliver holistic financial guidance at scale
Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era. Click here to see more.
