Research & Insights

Essays & White Papers

In-depth analysis on the future of financial advice, technology adoption, and building a better advisory practice.

Industry AnalysisJanuary 15, 202425 min read

The Evolution of Adviser Technology

A comprehensive analysis of how technology has transformed the financial advice industry and what the future holds.

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Industry InsightsFebruary 1, 202420 min read

The Future of Financial Advice - Chapter 1

Part one of our comprehensive exploration into the changing landscape of financial advisory services.

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Industry InsightsFebruary 15, 202422 min read

The Future of Financial Advice - Chapter 2

Continuing our exploration of emerging trends and technologies revolutionizing financial advisory services.

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StrategyMarch 16, 202635 min read

Buy, Build, or Partner? Why the Build vs Buy Debate Is the Wrong Question

A deep examination of the three paths firms take with technology — drawing on evidence from healthcare, law, accounting, and enterprise software — and the case for a fourth option most have not considered.

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StrategyMarch 16, 202635 min read

Breaking Bad Thinking: The Advice Gap, AI, and the New Paradigm

The advice gap framing is wrong. AI has changed everything. And the firms that move first are already operating in a different reality. This updated 2026 whitepaper integrates the original thesis with two years of building, deploying, and operating — including real case studies from Eva Wealth and Acacia Wealth.

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