Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon

Chip Roame, Managing Principal of Tiburon Strategic Advisors, shares his insights on the wealth management technology sector. He discusses key trends shaping WealthTech, including the evolving role of AI and the impact of mergers and acquisitions in a competitive market. Roame highlights the importance of technology assessments and financial planning platforms for future growth. The conversation also touches on the challenges for new market entrants and the strategic motivations driving innovation within the industry.