Q&A: AE Wealth’s President on Building the Advisor Experience Layer
AI SummaryAI-generated — verify against the source.AE Wealth Management's new President, Shannon Larson, is prioritizing the 'advisor experience layer' by scaling the RIA through enhanced technology and expanded services. While the article focuses on general RIA growth, the emphasis on technology-driven advisor support suggests a strategic push toward modernizing advisor workflows, which often includes AI integration.
Read full article at WealthManagement.comWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- More than 80% of DIY investors watch finfluencers or use AI
A significant majority of DIY investors are now turning to 'finfluencers' and AI tools for financial guidance, signaling a shift in client e…
- How Financial Advisors Can Stand Out in an AI-Driven Content Landscape
This article addresses the challenge of maintaining a competitive edge in content marketing as AI-generated content floods the financial ser…
- AI-assisted fraud costs US financial firms $5.47 per dollar lost
AI-assisted fraud, including synthetic identity attacks and bot traffic, is significantly increasing costs for US financial firms, with loss…