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How Amplify Platform Aims to Give Advisors Their Business—and Their Sundays—Back
Most TAMPs promise efficiency. Amplify Platform is after something bigger. Built on an AI-native data lake from day one, the platform seeks to eliminate the operational drag that keeps advisors stuck reconciling spreadsheets instead of serving clients. From frictionless digital onboarding to a proprietary risk engine that simulates millions of fat-tail outcomes in under a second, Amplify is making a case that the infrastructure underneath an advisory firm matters more than most realize.
Scale Without Sacrifice: Envestnet on Protecting the Advisor-Client Relationship Through Growth
The RIA channel’s growth is easy to attribute to technology. Vibhaw Arya, Head of Strategic Relationships, RIAs, at Envestnet, attributes the appeal to something else entirely. In a wide-ranging conversation, Arya lays out a philosophy centered on the advisor-client relationship—and explains how integrated infrastructure, AI-powered personalization, UMA architecture, and a genuine partnership model all exist to serve that partnership. The tools change. The priority doesn’t.
Berkshire’s Ailing Share Price Clouds Abel’s First Annual Meeting As CEO
(Bloomberg) - Days before his first annual meeting as the chief executive officer of Berkshire Hathaway Inc., Greg Abel is facing a problem that seldom confronted his legendary p
Gold Continues To Command A Constructive Outlook Among Leading Wealth Managers
Despite a pullback from levels reached ahead of the recent US–Iran tensions, gold continues to command a constructive outlook among leading wealth managers.