The Investipal podcast
The advisor desktop, next.
With Doug Fritz
Loads the YouTube player when selected.About this episode
Doug Fritz, introduced in the episode as co-founder and Executive Chairman of F2 Strategy, brings experience in technology leadership at Credit Suisse, Wells Fargo, and First Republic. The conversation explores technology adoption at banks and RIAs, practical AI use and hype, the future of advisor desktops and agentic AI, and the influence of M&A on wealth management technology decisions.
Discussion themes
- Why banks lag behind RIAs in technology adoption.
- How AI is being used, and where it is overhyped.
- The future of advisor desktops and agentic AI.
- How M&A drives technology investment decisions in wealth management.
These notes summarize the original episode description. They are not a transcript.