The Investipal podcast
What comes next for advisor technology?
With Kabir Sethi
Loads the YouTube player when selected.About this episode
Kabir Sethi, introduced as the former Chief Product Officer at LPL Financial and a veteran of Merrill Lynch and Bank of America, shares lessons from leading product in wealth management. He discusses advisor adoption, buy-versus-build decisions, AI agents and automation, differences between RIAs and wirehouses, the risks and rewards of in-house technology, and his outlook for WealthTech consolidation.
Discussion themes
- Getting advisors to adopt new technology.
- Buy-versus-build decisions and the risks and rewards of in-house technology stacks.
- How AI agents and automation could reshape advisor workflows.
- Kabir’s perspective on RIAs, wirehouses, and WealthTech consolidation.
These notes summarize the original episode description. They are not a transcript.