Media
A verified archive of articles, quotes, interviews, announcements, and speaking topics tied to product leadership, advisor intelligence, financial data, AI, wealth-tech, and enterprise software.
Coverage Themes
These clusters help connect individual mentions to the broader operating themes: advisor movement, AI and data, ETF distribution, company building, and product execution.
Coverage tied to advisor transitions, RIA formation, registration activity, recruiting, demographics, and channel movement.
Mentions connected to AI adoption, data quality, advisor intelligence, product development, and practical technology leverage.
Coverage on ETF issuer targeting, RIA behavior, advisor allocation signals, distribution strategy, and market demand.
Announcements and interviews tied to founder work, CTO/CPO transitions, strategic partnerships, valuations, and operating leverage.
Featured Coverage
Selected coverage across advisor movement, RIA formation, ETF distribution, AI adoption, M&A, recruiting, and product leadership.
Authored analysis on advisor headcount pressure, retirement risk, AI, and what the wealth management industry needs to do to attract and retain talent.
Quoted on advisor workforce outflows, the aging advisor population, and the continued migration toward independent RIAs.
Interview on RIA consolidation, private equity, technology leverage, advisor movement data, and why efficient firms are attracting capital.
Quoted on AI adoption across broker-dealers, LPL and Anthropic, and how technology changes advisor capacity and enterprise strategy.
Quoted on ETF adoption, thematic demand, AI and crypto strategies, and why ETF issuers still need disciplined distribution.
Quoted on advisor recruiting, recruiter specialization, hidden opportunity flow, and how advisors should evaluate career options.
Speaking
Useful sessions should help the audience make better decisions about product, data, AI, wealth-tech, and SaaS execution.
How teams move from AI demos to trusted product behavior, useful workflows, and measurable outcomes.
What public records, movement data, advisor behavior, and firm formation reveal about the market.
How to build products that make complex data usable, reliable, and valuable for customer teams.
How bootstrapped, VC-backed, and PE-backed companies require different growth systems and executive cadence.
How executives, investors, and acquirers should evaluate product substance, architecture, data quality, and AI claims.
AI Ecosystem
AI strategy gets better when it stays close to the builders, tools, and developer workflows shaping the market. OpenAI DevDay is one signal of that operating style: learning from the ecosystem, then translating it into practical product, data, and customer decisions.
Archive
A broader set of verified public mentions, quotes, announcements, and recognitions. New links can be added here as additional coverage surfaces.
Authored analysis on advisor headcount pressure, retirement risk, AI, and what the wealth management industry needs to do to attract and retain talent.
Quoted on advisor workforce outflows, the aging advisor population, and the continued migration toward independent RIAs.
Interview on RIA consolidation, private equity, technology leverage, advisor movement data, and why efficient firms are attracting capital.
Quoted on AI adoption across broker-dealers, LPL and Anthropic, and how technology changes advisor capacity and enterprise strategy.
Quoted on ETF adoption, thematic demand, AI and crypto strategies, and why ETF issuers still need disciplined distribution.
Quoted on advisor recruiting, recruiter specialization, hidden opportunity flow, and how advisors should evaluate career options.
Quoted on the mismatch between population growth and RIA headquarters formation, including implications for talent, infrastructure, and local advisory ecosystems.
Quoted on AdvizorPro analysis of 13F filings from top RIAs and how advisors select ETF vehicles across client portfolios.
Quoted on how the federal shutdown threatened new RIA approvals and what the data suggested about continued firm formation demand.
Quoted on the post-shutdown registration rebound and why state filing activity showed advisor entrepreneurship had been delayed, not suppressed.
Quoted on Commonwealth advisor attrition, advisor platform choice, technology stack loyalty, and expected RIA launch activity.
Quoted on wirehouse retention, advisor career progression, and the infrastructure helping more teams evaluate independence.
Quoted on ETF issuer distribution, AI-enabled targeting, advisor segmentation, and the operating work that happens after prospect discovery.
Quoted on ETF allocation differences across top RIAs, mutual fund overlays, crypto ETF adoption, and how firm behavior shows up in data.
Quoted on niche strategies, younger advisor teams, alternatives, ETF liquidity, and the long-term move away from mutual funds.
Quoted on gender representation across advisory channels, structural differences between large platforms and independent RIAs, and breakaway patterns.
Quoted on Commonwealth departures after the LPL acquisition, advisor timing, and how asset retention matters more than headline headcount.
Quoted throughout a shutdown analysis using AdvizorPro data to explain SEC registration delays, firm launches, client onboarding, and advisor movement.
Quoted on Altruist, digital-first custody, advisor demand for mobile data access, AI note-taking integrations, and multi-custodian behavior.
Interviewed as Wela CTO on AI, messaging, advisor workflow efficiency, eVestment experience, and building fintech tools for RIAs.
CFP Board surfaced the WealthManagement.com article in its In the News section, extending the reach of the advisor-retirement analysis.
Announcement of the full-time co-founder and CTO role at PlanPro, with responsibility for product and technology across PlanPro and AdvizorPro.
Announcement of the VP of Technology and Product role at Apptega, including prior CTO work at Wela and senior technology leadership at eVestment.
Quoted as co-founder and Chief Product Officer on AdvizorPro leadership expansion and the transition from CTO to product leadership.
Quoted on product progress across datasets, AI contact algorithms, enriched profiles, search filters, and firm-level intelligence.
Quoted on ContactIQ 4.0 and the use of AI to improve wealth advisor intelligence, data quality, and sales-team productivity.
Quoted on combining AdvizorPro data and software integrations with Goodwood technology implementation services for financial services distribution.
Listed as a Startup Disruptor Award finalist as Co-founder and CTO of PlanPro.
Contact
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