Insights
Field notes on technology, AI, and operations for wealth management firms. Written by Andre Forbes.
Fintech Hit $504B in Revenue Last Year, Growing Four Times Faster Than Banks
Global fintech revenues reached a record $504B in 2025, growing four times faster than bank revenue. The fastest-growing areas, deposits and trading and investments, sit inside wealth management's core business.
ReadAddepar, YourStake, and Envestnet Advance AI Agents and Workflow Automation for Advisors
Addepar announced AI agents and workflow automation at AddeConf26, including a data operations agent to identify and resolve data issues, expanded Addison AI capabilities with alternatives and private markets data, and new Data Exchange connectivity with CRM and BI platforms.
ReadAdvisors Seek Tech and AI to Drive Growth and Client Acquisition
Independent financial advisors are increasingly seeking technology solutions to drive growth and serve younger clients.
ReadWhy RIA M&A Complexity Hides Below the Surface
RIA mergers and acquisitions present unique complexity despite smaller deal sizes, with challenges rooted in founder-dependent business models rather than organizational structure.
ReadWhat "technology advisory" means for a wealth management firm
Technology advisory is senior outside perspective on the decisions a firm's existing team is too close to make cleanly.
ReadAI governance for RIAs and broker-dealers, and where to start
A small set of decisions and recurring meetings lets the firm say yes to AI without saying yes to risk it can't carry.
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