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Knowledge Bases
“What’s Your Family’s Mission Statement?” – Winning the Wealth Transfer and the Advisor’s Evolving Role with Brian Casey

With an entire generation of clients and advisors moving toward retirement, the wealth management industry is at a crossroads. Brian Casey is CEO of Westwood Holdings Group, a Dallas-based wealth and asset management firm that has been in business for more than four decades. With wealth now passing to the next generation at an increasing rate, he believes… Read more »

Knowledge Bases
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi

AI adoption in wealth management has reached an inflection point – and many firms still underestimate the speed of change.  Lisa Salvi is Managing Director, Business Consulting & Education at Charles Schwab, which supports more than 16,000 independent RIAs representing over $5 trillion in assets. Her team helps advisory firms design their growth strategies, technology stacks, and operating models for… Read more »

Knowledge Bases
“Make It Good. Then AI It.” – Rethinking Advisor Operations with Alex Perovic

Alex Perovic is VP & Head of Business Enablement & Efficiency at RBC, where he has spent 28 years building an expertise no job description had a name for: identifying and eliminating the administrative burden that stops advisors from doing what they were hired to do.  In this episode of Innovation Spotlight, Alex explains why the real AI opportunity in wealth management isn’t about… Read more »

Advised Client Experiences
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr

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 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… Read more »

Knowledge Bases
John Wise: How to Approach Innovation in Finance

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with John Wise, Chairman and CEO of Communify Fincentric, to explore the latest innovation initiatives in the financial industry. John discusses the power of AI, the importance of Knowledge Bases, and how behavioral science and design principles shape the future of investing. From… Read more »

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