This week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology focused on improving how advisors leverage systems to deliver better client outcomes. With deep experience across advisory platforms and digital transformation, Bradley brings a strategic perspective on how technology can unlock scale, efficiency, and more personalized client engagement.

Jack and Bradley explore the challenges firms face with fragmented systems and how integration is becoming essential to delivering a unified client experience. They discuss the shift toward more holistic advice, the role of data in driving better decisions, and how firms can position themselves for the next wave of innovation in wealth management.

In this episode:

(00:00) - Intro

(01:50) - Bradley's role at Oliver Wyman

(03:08) - What convergence means in the financial services industry

(05:53) - The target operating model: Data, technology architecture, and people

(07:33) - A customer-first approach to executing goals-based wealth management

(11:50) - Public and private investments: demand vs. operational reality

(16:24) - The role of AI in empowering advisors

(22:27) - How firms can navigate the convergence in financial services

(24:47) - Bradley's interests outside of work

Quotes

"The right product at the right time is a solution." ~ Bradley Kellum

"All things financial are expensive propositions to build and maintain. So, to feed that engine, you need primacy in a client's life." ~ Bradley Kellum

"If you're everything to everybody, that's a recipe for mediocrity. The winners will really serve the clients that they've chosen to go after better than others." — Bradley Kellum

Links 

Bradley Kellum on LinkedIn

Oliver Wyman

Morgan Stanley

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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