{"id":14440,"date":"2026-03-30T20:10:18","date_gmt":"2026-03-30T20:10:18","guid":{"rendered":"https:\/\/communify.com\/?post_type=spotlight&#038;p=14440"},"modified":"2026-03-30T20:10:19","modified_gmt":"2026-03-30T20:10:19","slug":"kevin-barr-evolution-wealth-advice","status":"publish","type":"spotlight","link":"https:\/\/communify.com\/en-gb\/spotlight\/kevin-barr-evolution-wealth-advice\/","title":{"rendered":"\u201cFrom Accounts to Households.\u201d \u2013 The\u00a0Evolution of Wealth Advice\u00a0with\u00a0Kevin Barr"},"content":{"rendered":"\n<p>The role of the financial advisor is expanding\u00a0\u2013\u00a0and technology may finally unlock its full value. Kevin Barr spent more than two decades at SEI Investments, most recently serving as CEO 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.\u00a0<br>\u00a0<br>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.\u00a0<\/p>\n\n\n\n<p>In this conversation:&nbsp;<br>&nbsp;<\/p>\n\n\n\n<p>\u2022 Why the advisor\u2019s value may grow exponentially in the AI era&nbsp;<\/p>\n\n\n\n<p>\u2022 The shift from account-centric investing to household-centric advice&nbsp;<\/p>\n\n\n\n<p>\u2022 How AI will enable advisors to deliver holistic financial guidance at scale&nbsp;<\/p>\n\n\n\n<p>Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era.\u202f<a href=\"https:\/\/communify.com\/spotlight\/\" target=\"_blank\" rel=\"noreferrer noopener\">Click here<\/a>\u202fto\u202fsee\u202fmore.&nbsp;<\/p>\n","protected":false},"featured_media":14528,"template":"","categories":[],"tags":[39,46,47,20,37,44],"custom_taxonomy-core_topic":[23,7,16,8],"custom_taxonomy-product":[45,14,12],"class_list":["post-14440","spotlight","type-spotlight","status-publish","has-post-thumbnail","hentry","tag-deterministic-ai","tag-industry-leader","tag-intelligence-era","tag-knowledge-bases","tag-online-brokerage","tag-wealth-management","custom_taxonomy-core_topic-communify-experience","custom_taxonomy-core_topic-deterministic-ai","custom_taxonomy-core_topic-expert-insights","custom_taxonomy-core_topic-innovation","custom_taxonomy-product-advised-client-experiences","custom_taxonomy-product-advisor-experiences","custom_taxonomy-product-mind-ai"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u201cFrom Accounts to Households.\u201d \u2013 The\u00a0Evolution of Wealth Advice\u00a0with\u00a0Kevin Barr - Communify<\/title>\n<meta name=\"description\" content=\"The role of the advisor is expanding, thanks to technology. 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