Articles by James Cantwell
- Practice
AI-Native vs. “AI-Powered” CRMs: The Architectural Gap Most Advisors Are Missing
I've seen what works, what breaks, and what sounds great on a conference stage but falls apart when it meets a firm's actual data.
- Fintech
WealthTech Failures Start Before Software Even Shows Up
Here's something that's true of almost every firm we work with when we first meet them: they think they know their problem.
- Future of advice
AI Is Rebuilding Wealth Management From Infrastructure Up
Some of this will move faster here than anywhere else. Some will move slower. Understanding which is which is the only thing that matters right now.
- Future of advice
Email Is Becoming a Compliance Liability in Wealth Management
Isn’t failing you because you’re using it wrong. It’s failing you because it was never designed for what wealth management has become.
