Technology and AI Roundtable hosted by Evan Simonoff, Editor-in-Chief, Financial Advisor Magazine

On September 5, 2025, in New York City, Fiduciary Voices hosted a series of in-depth conversations with seven executives from leading financial technology services and consulting firms to explore the evolving realities of the independent advisory and wealth management space. ​​​Moderated by Evan Simonoff, Editor-in-Chief of Financial Advisor, each discussion delved into the most pressing challenges and emerging opportunities facing advisors and financial services firms today.

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