Elsewhere
Industry publications, podcasts and panels. The arguments I make here, made somewhere else with someone pushing back.
Experience Is the Why. Tech Is the What.
Wealth Management 2026 Midyear Outlook. Why signature experience is now the primary driver of enterprise value: “Wealth management isn't a tech business. It's a trusted relationship business. Tech, data, and AI are the what. Experience is the why.”
Why Most WealthTech AI Strategies Fail Before They Start
Wealth Solutions Report. The four things that have to be true before AI is worth deploying: unified records, standard workflows, governance, then tools. “AI doesn't create leverage; it magnifies cracks that already exist.”
Advisor Tech Is Solving the Wrong Problem
AI for Advisors, with Mark Heynen and James Cantwell. Fifty-one minutes on why platforms keep adding tools instead of removing friction, and why AI amplifies whatever is already there.
Connected Data Is the New Alpha
Wealth Solutions Report. On the difference between integrated systems and connected data, and why clients can always tell: “you sense whether it is seamless or you sense that the seams are showing.”
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I write on AI adoption, data strategy and technology transformation in wealth management. Bylines, contributed pieces, panels and podcasts.