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The Impact Of Artificial Intelligence On The Advisory Business With Kyle Wiggs

Writer: Jay Coulter, CFP®, CIMA®
Jay Coulter, CFP®, CIMA®
Jul 16, 2018
2 min read

Kyle Wiggs of eXact Strategies comes on the podcast to discuss the impact of artificial intelligence on the financial advisory business. He shares his thoughts on how portfolio management will be deeply impacted by emerging technologies.

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About Kyle (From his LinkedIn Profile)

I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and products. I lead a team of experts who distribute cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients. I have raised $16+ billion across the independent, wirehouse, and registered investment advisor channels. In addition, I have led the sales and product efforts of a top-five independent broker-dealer wealth management platform. I value working with people who are committed to putting clients first. I am passionate about providing advisors with the latest tools and technology to grow their practice and improve client outcomes. I never waver in my commitment to hold organizations accountable for doing what is best for advisors and clients. I believe in doing business with integrity. Today’s advisors have an extraordinary opportunity to embrace the technologies that have revolutionized the industries of transportation, medicine and real estate. eXact Strategies provides advisors similar technology to meet the needs of today’s clients by using advanced data analytics to create white-label investment solutions designed around the clients they serve. I’ve been recognized as the top sales associate at every company I have worked at. I am honored to have been awarded Outstanding Associate of the Year (National Planning Holdings), three-time Wholesaler of the Year (Curian Capital), and a six-time Leaders Council Representative. 50: the number of states I’ve worked with financial advisors in. $16 billion: the total number of assets I have helped raise. 75: the total number of firms I have worked with.

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