The wealth management industry is at the start of a steep innovation curve – one driven by AI, cost pressure and a growing recognition that legacy tech and the limits of human capacity are standing in the way of better advice.
Rupert Baron is the former CEO of Rathbones, Co-Founder of TechnoWealth and a Communify Board Member. His career span of 40 years in the wealth industry gives him a clear-eyed view of where it is held backand what it takes to move forward.
In this episode of the Innovation Spotlight, Rupert shares why AI is the key to building an advice model that is faster, more accurate and cost-effective than what the industry currently offers.
In this conversation:
- Why cost reduction and AI are driving a complete rethink of the wealth tech stack
- How removing human inconsistency from advice could improve outcomes for clients and advisors alike
- Why doubling an advisor's client capacity is an achievable goal – and what it means for the advice gap
Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era. Click here to see more.
