Trending News: Hightower Nearing Launch of Centralized Advisor PlatformWildfire survivors who lost their homes could face another blow from taxes on settlement payoutsRIA Edge Podcast: Verum Partners’ Oliver CrossDemocrats demand Trump admin. halt plan to collect federal workers' health data6 crew missing after overturned ship that disappeared after typhoon is foundPut nuclear reactors in space within a few years, White House tells PentagonDiversified Portfolios Outperform 60/40 Model in 2025Some D4vd concert dates canceled as police investigate death of teen girl found in singer's TeslaTim Cook to step down as Apple CEO, with John Ternus tapped as successorWith no end in sight to their deployment, National Guard troops roam WashingtonPaul Revere’s midnight ride to be reenacted — but in broad daylight and with a police escortAvengers: Doomsday to Top Gun 3 – Hollywood studios preview their new films at CinemaConFitch: AI Adoption Not a Near-Term Credit Driver for Wealth FirmsThe week around the world in 20 picturesFour candidates for UN secretary-general audition this week. That’s far fewer than in 2016A Russian space nuke was focus of US wargame, Space Command saysHow the Army is preparing to bring its first tiltrotor aircraft onlineLabor Secretary Lori Chavez-DeRemer resignsKevin Warsh set to face lawmakers in Fed chair confirmation hearingTransmit Family Values to Preserve Generational WealthU.S. Army sergeant's wife detained by ICE in Texas after immigration appointmentLos Angeles woman arrested on Iranian arms trafficking chargeStates eulogize Charlie Kirk with new laws promoting religion and free speechLA to pay $11.8M to man blinded by police projectile during Dodgers celebration4 ways the war in Iran has weakened the US in the great power gameUS and Cuban officials met recently in Havana amid new diplomatic pushAs a Catholic, I’ve struggled with the church – but I applaud the pope’s call for peace | Margaret SullivanWells Fargo FiNet Attracts $2.1B UBS TeamBaron Capital Expands Into ETFs With Long-Term Growth Focus$13B Soltis Acquires 11-Person Tax PracticeFormer Virginia Lt. Gov. Justin Fairfax kills wife, fatally shoots self, police sayPilot says Hawaii tour helicopter vibrated and spun before crash killed 3Is the pope Catholic? JD Vance thinks he has an answer | Marina HydeTrump says Iranians have "agreed to everything," including removal of enriched uraniumData: Track state and national gas prices1 million bees make for bumper-to-buzzer traffic on a Tennessee highway rampIranian national arrested at LAX, suspected of trafficking weapons on Iran's behalfFor sale: Illinois house where George Harrison visited his sister before BeatlemaniaCoast Guard searching in Pacific for 6 after losing contact with boat following Typhoon SinlakuAmeriprise Advisor Group Head to Retire This SummerTransgender athlete focuses on what may be her last track season as Supreme Court ruling loomsSwalwell exit shakes up chaotic California governor’s raceMan accused of killing Charlie Kirk pushes to ban cameras from courtUPS plane aborts landing after small plane crosses its runway in latest close callPuerto Rico’s rainforest center reborn: in picturesTrump signs short-term extension of surveillance law passed by CongressLife jacket worn by Titanic passenger who survived auctioned for $900,0002 soldiers attacked by bear during training at Army base in AlaskaAirlines cut routes in response to rising jet fuel costs amid Iran warTrump expected to nominate Cameron Hamilton to lead FEMA after his firing last yearTrump signs executive order to research psychedelics for mental healthLooking for a new indoor hobby? Try these editor-favorite Lego sets for your next night inFord recalls nearly 1.4 million pickup trucks due to gearshift issueJudge rejects DOJ effort to get sensitive voter information from Rhode IslandMount Holyoke’s corpse flower blooms again, drawing crowds to its ‘rotting flesh’ stenchWhite House eyes alleged Utah scandal as GOP frets about redistricting lossUniversity of Michigan’s next president has brain cancer so won’t take jobA Venezuelan doctor in ICE custody misses husband’s asylum interview after being detained at airportAs energy costs rise, some states back off ambitious climate goalsFlorida doctor indicted after allegedly removing patient's liver instead of spleenSevere storms continue to produce heavy rain, lightning and flooding across parts of US‘Mormon Wives’ star Taylor Frankie Paul will not face new domestic violence chargesUS strikes another vessel and kills 3 men it says were trafficking drugsDHS intelligence revamp would keep it answerable to nation’s top spyTrump admin set to launch tariff refund portal. Here's what to know.US push to counter hackers draws industry deeper into offensive cyber debateThe Case for Daily Money ManagementOklahoma principal tackles former student with semi-automatic guns – videoOneDigital Data Breach Exposes Client RecordsDemocrats crow about fundraising in competitive Senate racesTrump’s Iran threats renew debate over war crimes, illegal ordersEstate Plans Must Evolve With Financial RealitiesAustralian judge rejects US Marine pilot’s appeal against extradition to USChina reports its economy grew 5% in the January-March quarter, largely shrugging off initial impact from the Iran war‘Everyone wants a spaceplane’: More countries eye on-orbit protection for satellitesMulti-Channel Firms Redefine Wealth Management LandscapeArtemis II crew on historic moon mission and what it means for EarthInjured passenger awarded $300K after federal jury finds Carnival overserved alcoholArtemis II astronauts still awed by moonshot experience: "It was otherworldly"CIA employees will get AI ‘coworkers’—and eventually run teams of AI agents, deputy saysCamp Mystic security guard says an early evacuation order could have saved livesA 5.7 earthquake jolts rural Nevada near Carson City, causing some damageLawyer says guards beat and pepper-sprayed detainees at Florida’s ‘Alligator Alcatraz’Trump says "I have a right to disagree with the pope" amid Iran war criticismsTrump announces he's nominating Dr. Erica Schwartz for CDC directorFederal lawmakers target states' use of unclaimed property after California investigationThe Pentagon claims ‘we control the sky’ over Iran. Experts say the air war isn’t that simple.Sotomayor apologizes for criticizing Kavanaugh over ICE arrests‘Hybrid constellations’ are making it hard for militaries to hideWealthStack Podcast Explores Trends and Conference ROIYour teeth get thinner as you age — here are the best toothpaste for sensitive teeth, according to dentistsSpy agencies eye new Anthropic AI model that spots cyber flawsVantage Point: Building a Tech Stack for Deep Financial PlanningFIFA chief Infantino says Iran will participate in World Cup "for sure"Deals & Moves: Concurrent, Sanctuary Land Merrill BreakawaysBill Ford on the secret to American innovation | 60 MinutesGetting ready for the 250th anniversary of the Declaration of Independence | 60 MinutesRead Zephyr PSN’s Outlook for 2026 on SMAs for InvestingI tried a Cricut machine for a month and I can’t believe here’s everything I’ve been able to makeU.S. Bank Pens Wealth Management Deal With NFL
Tue. Apr 21st, 2026
Trending News: Hightower Nearing Launch of Centralized Advisor PlatformWildfire survivors who lost their homes could face another blow from taxes on settlement payoutsRIA Edge Podcast: Verum Partners’ Oliver CrossDemocrats demand Trump admin. halt plan to collect federal workers' health data6 crew missing after overturned ship that disappeared after typhoon is foundPut nuclear reactors in space within a few years, White House tells PentagonDiversified Portfolios Outperform 60/40 Model in 2025Some D4vd concert dates canceled as police investigate death of teen girl found in singer's TeslaTim Cook to step down as Apple CEO, with John Ternus tapped as successorWith no end in sight to their deployment, National Guard troops roam WashingtonPaul Revere’s midnight ride to be reenacted — but in broad daylight and with a police escortAvengers: Doomsday to Top Gun 3 – Hollywood studios preview their new films at CinemaConFitch: AI Adoption Not a Near-Term Credit Driver for Wealth FirmsThe week around the world in 20 picturesFour candidates for UN secretary-general audition this week. That’s far fewer than in 2016A Russian space nuke was focus of US wargame, Space Command saysHow the Army is preparing to bring its first tiltrotor aircraft onlineLabor Secretary Lori Chavez-DeRemer resignsKevin Warsh set to face lawmakers in Fed chair confirmation hearingTransmit Family Values to Preserve Generational WealthU.S. Army sergeant's wife detained by ICE in Texas after immigration appointmentLos Angeles woman arrested on Iranian arms trafficking chargeStates eulogize Charlie Kirk with new laws promoting religion and free speechLA to pay $11.8M to man blinded by police projectile during Dodgers celebration4 ways the war in Iran has weakened the US in the great power gameUS and Cuban officials met recently in Havana amid new diplomatic pushAs a Catholic, I’ve struggled with the church – but I applaud the pope’s call for peace | Margaret SullivanWells Fargo FiNet Attracts $2.1B UBS TeamBaron Capital Expands Into ETFs With Long-Term Growth Focus$13B Soltis Acquires 11-Person Tax PracticeFormer Virginia Lt. Gov. Justin Fairfax kills wife, fatally shoots self, police sayPilot says Hawaii tour helicopter vibrated and spun before crash killed 3Is the pope Catholic? JD Vance thinks he has an answer | Marina HydeTrump says Iranians have "agreed to everything," including removal of enriched uraniumData: Track state and national gas prices1 million bees make for bumper-to-buzzer traffic on a Tennessee highway rampIranian national arrested at LAX, suspected of trafficking weapons on Iran's behalfFor sale: Illinois house where George Harrison visited his sister before BeatlemaniaCoast Guard searching in Pacific for 6 after losing contact with boat following Typhoon SinlakuAmeriprise Advisor Group Head to Retire This SummerTransgender athlete focuses on what may be her last track season as Supreme Court ruling loomsSwalwell exit shakes up chaotic California governor’s raceMan accused of killing Charlie Kirk pushes to ban cameras from courtUPS plane aborts landing after small plane crosses its runway in latest close callPuerto Rico’s rainforest center reborn: in picturesTrump signs short-term extension of surveillance law passed by CongressLife jacket worn by Titanic passenger who survived auctioned for $900,0002 soldiers attacked by bear during training at Army base in AlaskaAirlines cut routes in response to rising jet fuel costs amid Iran warTrump expected to nominate Cameron Hamilton to lead FEMA after his firing last yearTrump signs executive order to research psychedelics for mental healthLooking for a new indoor hobby? Try these editor-favorite Lego sets for your next night inFord recalls nearly 1.4 million pickup trucks due to gearshift issueJudge rejects DOJ effort to get sensitive voter information from Rhode IslandMount Holyoke’s corpse flower blooms again, drawing crowds to its ‘rotting flesh’ stenchWhite House eyes alleged Utah scandal as GOP frets about redistricting lossUniversity of Michigan’s next president has brain cancer so won’t take jobA Venezuelan doctor in ICE custody misses husband’s asylum interview after being detained at airportAs energy costs rise, some states back off ambitious climate goalsFlorida doctor indicted after allegedly removing patient's liver instead of spleenSevere storms continue to produce heavy rain, lightning and flooding across parts of US‘Mormon Wives’ star Taylor Frankie Paul will not face new domestic violence chargesUS strikes another vessel and kills 3 men it says were trafficking drugsDHS intelligence revamp would keep it answerable to nation’s top spyTrump admin set to launch tariff refund portal. Here's what to know.US push to counter hackers draws industry deeper into offensive cyber debateThe Case for Daily Money ManagementOklahoma principal tackles former student with semi-automatic guns – videoOneDigital Data Breach Exposes Client RecordsDemocrats crow about fundraising in competitive Senate racesTrump’s Iran threats renew debate over war crimes, illegal ordersEstate Plans Must Evolve With Financial RealitiesAustralian judge rejects US Marine pilot’s appeal against extradition to USChina reports its economy grew 5% in the January-March quarter, largely shrugging off initial impact from the Iran war‘Everyone wants a spaceplane’: More countries eye on-orbit protection for satellitesMulti-Channel Firms Redefine Wealth Management LandscapeArtemis II crew on historic moon mission and what it means for EarthInjured passenger awarded $300K after federal jury finds Carnival overserved alcoholArtemis II astronauts still awed by moonshot experience: "It was otherworldly"CIA employees will get AI ‘coworkers’—and eventually run teams of AI agents, deputy saysCamp Mystic security guard says an early evacuation order could have saved livesA 5.7 earthquake jolts rural Nevada near Carson City, causing some damageLawyer says guards beat and pepper-sprayed detainees at Florida’s ‘Alligator Alcatraz’Trump says "I have a right to disagree with the pope" amid Iran war criticismsTrump announces he's nominating Dr. Erica Schwartz for CDC directorFederal lawmakers target states' use of unclaimed property after California investigationThe Pentagon claims ‘we control the sky’ over Iran. Experts say the air war isn’t that simple.Sotomayor apologizes for criticizing Kavanaugh over ICE arrests‘Hybrid constellations’ are making it hard for militaries to hideWealthStack Podcast Explores Trends and Conference ROIYour teeth get thinner as you age — here are the best toothpaste for sensitive teeth, according to dentistsSpy agencies eye new Anthropic AI model that spots cyber flawsVantage Point: Building a Tech Stack for Deep Financial PlanningFIFA chief Infantino says Iran will participate in World Cup "for sure"Deals & Moves: Concurrent, Sanctuary Land Merrill BreakawaysBill Ford on the secret to American innovation | 60 MinutesGetting ready for the 250th anniversary of the Declaration of Independence | 60 MinutesRead Zephyr PSN’s Outlook for 2026 on SMAs for InvestingI tried a Cricut machine for a month and I can’t believe here’s everything I’ve been able to makeU.S. Bank Pens Wealth Management Deal With NFL
Tue. Apr 21st, 2026

Navigating Tech in Wealth Management with Michael Rose


In this episode of Zephyr’s Adjusted for Risk podcast, host Ryan Nauman welcomes Michael Rose, the Director of Wealth Management at Cerulli Associates. They discuss the evolving relationship between financial advisors and technology, with a deep dive into Cerulli Associates’ 2025 State of Wealth Management Technology report. They explore how client expectations and regulatory requirements are pushing financial advisors to adopt more advanced technology. The conversation covers integration challenges, the rise of independent advisory firms, and how AI will revolutionize financial planning and investment management. Tune in to gain valuable insights from industry experts and learn about the latest trends in wealth management technology.

Are you unsatisfied with your proposal generation tool? Check out Zephyrs here.
Learn more about Cerulli Associates here.

00:00 Introduction and Episode Overview
01:19 Guest Introduction: Michael Rose
02:32 The Evolution of Financial Planning
05:09 Challenges in Offering Holistic Financial Planning
08:00 Technology’s Role in Wealth Management
10:50 Advisor Satisfaction with Investment Management Technology
14:56 The Rise of Independent RIAs and Technology Integration
30:00 Future Trends: AI in Wealth Management
33:48 Conclusion and Closing Remarks

Related:Zephyr’s Adjusted for Risk: Revolutionizing Financial Advisory with AI





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    Hightower Nearing Launch of Centralized Advisor Platform
    Wildfire survivors who lost their homes could face another blow from taxes on settlement payouts
    RIA Edge Podcast: Verum Partners’ Oliver Cross
    Democrats demand Trump admin. halt plan to collect federal workers' health data
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    Put nuclear reactors in space within a few years, White House tells Pentagon