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Advisor Experiences

Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior

In this episode, we sit down with Shachar Kariv — Co-Founder and Chief Scientist at Capital Preferences, and Professor (and two-time Chair) of Economics at UC Berkeley. In a candid and thought-provoking conversation, Shachar shares his journey from building theoretical game models to shaping real-world financial decision-making — including the pivotal moment when a single,… Read more »

Knowledge Bases

RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management

In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for… Read more »

Investor Experiences

Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

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