Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management

Firms that translate AI-driven data into clear insight will lead the next era of advisory.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Few people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Blockchain Alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence. 

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“The whole blockchain conversation has moved from the back burner to the front [burner],” he says. “Every major financial institution is entering the on-chain space.”

And CPAs can no longer afford to ignore it.