"Everybody believes that anyone who can code has a secure future. Your child’s glamorous job at Google or any tech job only requires coding skills."
That status quo assumption was never the reality. Read the full article on wealthadvisorstrust.com
Financial planning has always been essential. Rarely has it been exciting—or truly central to the advisor-client relationship. Matt Wilson, Head of Business Strategy at Envestnet MoneyGuide, is working to change both. From goals-based planning and collaborative client tools to the upcoming Dash product and a pragmatic AI roadmap, Wilson lays out what a genuinely planning-first practice looks like—and how the technology to support it is finally catching up to the vision.
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