2. Winning the Wealth Transfer: Cheryl Nash on the Future of Tech in Wealth Management

Wealth management is evolving fast, and technology is at the heart of it. In this episode, we’re talking with Cheryl Nash, president of APL at InvestCloud, to explore how AI, data, and digital tools are transforming the advisor-client experience.🎧 Key Takeaways:🔹 How AI and data analytics are making wealth management more personal🔹 The evolution of SMAs and UMAs—now accessible to more investors🔹 Why integrating private markets and alternative investments is a game-changer🔹 The massive wealth transfer ahead—and what it means for advisors🔹 How digital-first strategies are shaping the future for women and diverse investors🔹 The importance of better digital discovery as the key to personalized financial planningCheryl’s vision is clear: technology isn’t replacing advisors—it’s making them stronger. Tune in to hear how innovation is driving real change in financial services!Connect with us! Cheryl Nash on LinkedInInvestCloudMarla Sofer on LinkedInKnomee