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What a Year of AI Implementation Taught Our Advisory Firm

What a Year of AI Implementation Taught Our Advisory Firm

by Corie Odden | Jun 17, 2026 | ai, Corie, Innovation & Technology, SAP

What a Year of AI Implementation Taught Our Advisory Firm Written by Corie Odden Vice President of Strategic Growth Our firm has spent the past year putting AI to work deliberately, with the same discipline we bring to managing our clients’ wealth. Here is the...
AI vs. Human Financial Advisor: Why the Relationship Still Matters

AI vs. Human Financial Advisor: Why the Relationship Still Matters

by Corie Odden | Jan 23, 2026 | ai, Corie, SAP

In a World of AI and Automation, the Relationship Still Matters There is no denying it. Technology has fundamentally changed the way we invest. We can access markets instantly. We can track performance in real time. We can model scenarios, rebalance portfolios, and...

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