About this episode

The episode features Chris Todd, CEO of Envestnet, discussing the role of data and AI in helping advisors make informed decisions.

The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Greg Bartalos

Guest: Chris Todd

Topics covered

• AI
• advisors
• data
• business strategy
• financial services

Keywords

• AI
• advisors
• Envestnet
• data
• financial advice
• business strategy

Mentioned in this episode

Organizations: Envestnet

More episodes of Barron's Advisor

• Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent · June 9, 2026 · 36 min
• Lisa Westermark: How to Seamlessly Hand Off Client Relationships · June 2, 2026 · 42 min
• Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know · May 26, 2026 · 15 min
• Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients · May 19, 2026 · 38 min

Explore listener stats, chart rankings, contacts and more on the Barron's Advisor podcast page.