In this episode, Alois Pirker shares the human-side of wealth management research, his origin story, personal and professional motivations and the future of wealthtech digital client experiences from an insider’s perspective.  

Alois Pirker is the Wealth Management Research Director at Aite Group, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.