Latest News and Insights
- VastAdvisor
3 minute read
Mike Casciano
Automate RIA Growth with AI-Powered Digital Marketing
Embracing AI: The Future of RIA Marketing
In today's rapidly evolving digital landscape, Registered...
- Buckler
2 minute read
Mike Casciano
A Smarter Approach to Vendor Risk Management for RIAs
This is an amazing solution, built for the greater good of the industry as a whole.
- Smartleaf Asset Management
- Direct Indexing
- Portfolio Overlay Management
1 minute read
Mike Casciano
Smartleaf Article - Go Sleeveless or Go Home
Go Sleeveless or Go Home is a December 5, 2024 blog post by Gerard Michael, President of Smartleaf,...
- EVO Wealth Consulting
1 minute read
Mike Casciano
Investment Models Out, Building Blocks In!
Wealth management has embraced investment models because of their scalability and efficiency....
- EVO Wealth Consulting
1 minute read
Mike Casciano
Are There Gaps In Your Stack?
A Gap is a part of a financial advisor’s client service process and infrastructure that creates...
- EVO Wealth Consulting
1 minute read
Mike Casciano
The Advisor Dilemma: Scale or Personalization
As financial advice has evolved from portfolio management to holistic financial planning,...
- EVO Wealth Consulting
1 minute read
Mike Casciano
The Future of Client Portfolio Management
The impact of Artificial Intelligence (AI) and Machine Learning (ML) across all industries is...
- WealthTech Select
5 minute read
James Cantwell
AI's Great Replacement: How Thousands of Wealth Management Jobs Could Vanish in 2025
When Klarna's workforce naturally shrank from 4,500 to 3,500 while processing 17% more...
- EVO Wealth Consulting
5 minute read
Mike Casciano
'Tech Debt' and Fear Limit Many Practices
‘Tech Debt’ and Fear Limit Many Practices
- Syntax
- VettaFi
- EVO Wealth Consulting
4 minute read
Mike Casciano
The Rise of Custom Indexes
The Rise of Custom Indexes
- Nebo
- Smartleaf Asset Management
- Webinar
0 minute read
Mike Casciano
Webinar: How all client portfolios will be managed in 10 years
Mike Casciano from EVO Wealth Consulting, Martin Tarlie from Nebo Wealth, and Jerry Michael from...
- EVO Wealth Consulting
2 minute read
Mike Casciano
Challenges of a Tiered Service Model for Wealth Management
We have observed how financial advisors commonly segment and service clients using a tiered model....
