Trending News: Ford 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 NFLPrivate Placement BDCs Meet 74% of Redemption RequestsBrian Hooker leaves Bahamas to be with ailing mother as search for wife continuesDefense Business Brief: Doubling down on C-UAS; Hypersonic flight; Could AI help the Navy build hulls faster?The WealthStack Podcast: The AI Coworker with Sam SovaTyphoon flipped over cars and ripped away roofs on US islands in the Pacific OceanTrump and Iran in battle of the blockades – The LatestSEC Leadership Faces Questions Over Ryan’s ResignationCorient Bolsters Alts Focus with Deal for $5.6B Vivaldi CapitalOn patrol with Canadian forces securing the Arctic as global threats growPileup of about 70 vehicles on Interstate 70 in Colorado sends 8 to the hospital4 killed after US strikes suspected drug boat in eastern PacificHegseth declares ‘decisive military victory’ in Iran, says U.S. is ‘hanging around’ to enforce ceasefireProsecutors turned away from Federal Reserve after unannounced visitArmy operations center is trying to solve battlefield data problems in real timeSenate rejects 4th attempt to curb Trump's war powers in Iran7-Eleven plans to close 645 stores this yearTwo firms picked as finalists for contract to outsource Army pilot trainingPro-Iran hackers have disrupted some industrial-control systems, US says‘I make people a lot better’: Trump says controversial AI image portrayed him as a doctor – videoEmigrant Takes Minority Stake in $15B Mutual GroupPentagon investigators blocked from using ‘War Department’ in official documentsDavid Woodcock Appointed SEC Enforcement Division ChiefSEC Enforcement Actions Drop 22% in FY 2025People Moves: Compound Hires Wealth Head; Perigon Names HR Chief401(k) Real Talk Episode 187: April 8, 2026P90X Redefined Home Fitness, Yet Gyms and Trainers Still ExistChevron says Venezuelan oil imports are helping curb U.S. gas pricesIRS Can Reach California Property in Nevada Trust CaseBodycam video contradicts police’s earlier account in fatal shooting of 17-year-oldAlready under financial pressure, Midwest soybean farmers are squeezed further by tariffs, Iran warGeneral Atomics pauses drone wingman flight tests after crashHow would the US Navy counter Iran’s mines?Appeals court shuts down criminal contempt probe over deportation flightsThese races could determine control of the SenateAndroid users could get money under $135 million Google settlementColombia to kill dozens of "cocaine hippos" linked to Pablo EscobarCIA deception campaign helped rescue downed airman in Iran, director saysWhat Happened to the Great White Sharks? | Sunday on 60 MinutesTrump’s Strait of Hormuz blockade threat raises risks and leaves predicaments unchangedTake a break from scrolling — these are the best puzzles for adultsGoing huntingThe One Big Beautiful Bill Act Reshapes Wealth PlanningPope Leo says he will continue to speak out against war despite Trump insults – videoEvertern Wealth Launches With $2.4B in AssetsMiracle babies of Mauthausen find each other decades after the Holocaust | 60 Minutes10 Investment Must Reads for This Week (April 7, 2026)Man running for Florida governor accused of battery in domestic altercationHightower Signature to Acquire $3.2B Lexington Wealth ManagementGoldman Sachs Seizes Private Credit Opportunity Amid ExodusDHS orders thousands of employees back to work despite shutdownLow-tax Texas opens London office to lure jobs and investmentTrusts & Estates: April 2026 Digital Edition
Sun. Apr 19th, 2026
Trending News: Ford 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 NFLPrivate Placement BDCs Meet 74% of Redemption RequestsBrian Hooker leaves Bahamas to be with ailing mother as search for wife continuesDefense Business Brief: Doubling down on C-UAS; Hypersonic flight; Could AI help the Navy build hulls faster?The WealthStack Podcast: The AI Coworker with Sam SovaTyphoon flipped over cars and ripped away roofs on US islands in the Pacific OceanTrump and Iran in battle of the blockades – The LatestSEC Leadership Faces Questions Over Ryan’s ResignationCorient Bolsters Alts Focus with Deal for $5.6B Vivaldi CapitalOn patrol with Canadian forces securing the Arctic as global threats growPileup of about 70 vehicles on Interstate 70 in Colorado sends 8 to the hospital4 killed after US strikes suspected drug boat in eastern PacificHegseth declares ‘decisive military victory’ in Iran, says U.S. is ‘hanging around’ to enforce ceasefireProsecutors turned away from Federal Reserve after unannounced visitArmy operations center is trying to solve battlefield data problems in real timeSenate rejects 4th attempt to curb Trump's war powers in Iran7-Eleven plans to close 645 stores this yearTwo firms picked as finalists for contract to outsource Army pilot trainingPro-Iran hackers have disrupted some industrial-control systems, US says‘I make people a lot better’: Trump says controversial AI image portrayed him as a doctor – videoEmigrant Takes Minority Stake in $15B Mutual GroupPentagon investigators blocked from using ‘War Department’ in official documentsDavid Woodcock Appointed SEC Enforcement Division ChiefSEC Enforcement Actions Drop 22% in FY 2025People Moves: Compound Hires Wealth Head; Perigon Names HR Chief401(k) Real Talk Episode 187: April 8, 2026P90X Redefined Home Fitness, Yet Gyms and Trainers Still ExistChevron says Venezuelan oil imports are helping curb U.S. gas pricesIRS Can Reach California Property in Nevada Trust CaseBodycam video contradicts police’s earlier account in fatal shooting of 17-year-oldAlready under financial pressure, Midwest soybean farmers are squeezed further by tariffs, Iran warGeneral Atomics pauses drone wingman flight tests after crashHow would the US Navy counter Iran’s mines?Appeals court shuts down criminal contempt probe over deportation flightsThese races could determine control of the SenateAndroid users could get money under $135 million Google settlementColombia to kill dozens of "cocaine hippos" linked to Pablo EscobarCIA deception campaign helped rescue downed airman in Iran, director saysWhat Happened to the Great White Sharks? | Sunday on 60 MinutesTrump’s Strait of Hormuz blockade threat raises risks and leaves predicaments unchangedTake a break from scrolling — these are the best puzzles for adultsGoing huntingThe One Big Beautiful Bill Act Reshapes Wealth PlanningPope Leo says he will continue to speak out against war despite Trump insults – videoEvertern Wealth Launches With $2.4B in AssetsMiracle babies of Mauthausen find each other decades after the Holocaust | 60 Minutes10 Investment Must Reads for This Week (April 7, 2026)Man running for Florida governor accused of battery in domestic altercationHightower Signature to Acquire $3.2B Lexington Wealth ManagementGoldman Sachs Seizes Private Credit Opportunity Amid ExodusDHS orders thousands of employees back to work despite shutdownLow-tax Texas opens London office to lure jobs and investmentTrusts & Estates: April 2026 Digital Edition
Sun. Apr 19th, 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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    Ford recalls nearly 1.4 million pickup trucks due to gearshift issue
    Judge rejects DOJ effort to get sensitive voter information from Rhode Island
    Mount Holyoke’s corpse flower blooms again, drawing crowds to its ‘rotting flesh’ stench
    White House eyes alleged Utah scandal as GOP frets about redistricting loss
    University of Michigan’s next president has brain cancer so won’t take job
    A Venezuelan doctor in ICE custody misses husband’s asylum interview after being detained at airport