I was doing extensive research on the latest tech for AI this weekend and having multiple conversations and then had this urge to write something about it... Ended up spending the entire weekend writing this white paper on where I think the AI space in general, and current bottlenecks specifically for RIAs. Figured I'd share it here in case anyone is interested in reading it! It's a 10-15 minute read. Feel free to give some feedback in the comments! Side note: gave a shoutout to @Joe Moss in the paper because the question he asked during our podcast basically triggered me to go this path. Second side note: the movie I reference is a really good one for those of you concerned about how AI will impact our world generally. Highly suggest you watch!! I talked a bit about the movie at the beginning of my piece

by Bob Veres and Joel Bruckenstein - 2026 T3/Inside Information Advisor Software Survey - 2025 T3/Inside Information Advisor Software Survey - 2024 T3/Inside Information Advisor Software Survey - 2023 T3/Inside Information Advisor Software Survey - 2022 T3/Inside Information Advisor Software Survey - 2021 T3/Inside Information Advisor Software Survey - 2020 T3/Inside Information Advisor Software Survey - 2019 T3/Inside Information Advisor Software Survey - 2018 T3/Inside Information Advisor Software Survey - 2017 T3/Inside Information Advisor Software Survey AdvisorTech Surveys

Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 (2026 book in the works) I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! 🚀So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - 🗃️ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - 📰 AdvisorTech News - 💡 Real Tech Stacks - 🏅 Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - 🤖 All the AI Notetakers for Advisors Don't forget to introduce yourself below! 👇 🗺️ Then check out the map and see who lives near you!

Appreciate the invite to this select group! Looking forward to learning and participating. Happy to answer questions about women and money and how to effectively engage with the wealthiest most underserved market in the planet - women!

Hi everyone. About to do a live podcast for the first time with Joe. Always fun to do something different and out of the comfort zone. Wishing all of you nothing but the best.