Name: Nine Converging Forces in Financial Advice
Uploaded: 2026-04-21T15:00:00Z
Duration: 3 min 41 s
Description: Rob Nelson, CEO and founder of NorthRock Partners, discusses the growing importance of industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience.

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BofA’s Favorite Non-AI Stocks

Jack Hough talks to TJ Thornton, Head of Global Research Product Marketing at BofA Securities about diversifying stocks to hedge AI risks.

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Evaluating Investing Opportunities Beyond AI

Steve Quirk, chief brokerage officer at Robinhood, breaks down the value of tokenizing stocks in different markets.

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Unpacking Tokenization for Everyday Investors

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How Robinhood Reshaped the Trading Landscape for an Entire Generation

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AI vs. The Dot Com Bubble

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The Outlook For Nuclear

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Lyft's Ride to Profit

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CEO Chris Todd says the company is using AI to increase internal productivity and leveraging its large data set to provide "investment data insights" to help advisors manage client portfolios.

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Retirement Is a ‘Very Important Part’ of State Street’s Business

ETF flows reveal a “widening out” of exposure away from large caps, says Yie-Hsin Hung, president and CEO of State Street Investment Management.

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U.S. Investors Are Embracing Small-Cap and Mid-Cap Stocks

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Where State Street Investment Management Sees Opportunity

Within five years, “the consumer will have the ability to go online and design their financial advisor—what they look like, how they talk, how they interact, what they remember,” says Rob Nelson, CEO and founder of NorthRock Partners.

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The Jevons Paradox and Placing a Premium on Community

Rob Nelson, CEO and founder of NorthRock Partners, says clients today place a premium on having free time and peace of mind.

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The Appeal of Working for an RIA

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Client-Facing Experience Can Help Advance Your Career

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Kelly Gaur: Tips for Pursuing Non-Advisor Roles in Wealth Management

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A Successful Transition Requires Honesty and a ‘Heavy Lift’

Young advisors considering a succession plan should maximize engagement with clients because “it can take a long time to gain that trust and build those relationships,” says Nate Fisher, managing director and wealth advisor at Carson Wealth.

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Succession Planning and Establishing Trust With Clients

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What's Next for Social Security?

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Rob Nelson, CEO and founder of NorthRock Partners, discusses the growing importance of industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience.

https://m.wsj.net/video/20260415/d4ad837c-d60c-4c60-8645-fd8dc1d713b9/1/hls/manifest-hd-wifi.m3u8

Nine Converging Forces in Financial Advice

I think industry consolidation is gonna be here to stay for the next two, three, four, five years, and who knows beyond that because of the scale that's gonna be necessary for excellence. To get to where you need to be able to deliver on what's happening from a change moment, you're gonna need scale and industry consolidation. Second is what we just talked about at the beginning, which is AI taking center stage. AI a year ago, from my point of view, was not center stage. AI is now taking center stage. And that's exciting and we can talk more about that as well. The third is consumers going digital. Right now it's undeniable that, you know, consumers are looking for a more digital presence. Some of them want more than than others, but you're going to have to be able to have that accessible and available in a digital experience that feels that decline. Fourth is private markets acceleration. We know that it's changing how we think about asset allocation. And this isn't just us changing our asset allocation models. The number of private market opportunities that are coming and generated from our clients is unbelievable. And so there's going to need for us to change how we think about asset management, especially when you look at the volume of the number of private companies. The expansion of the client value proposition. I think that's undeniable now. And it's not gonna stop where it's at. That clients are looking to their financial advisors for more, and as we talked about, it's beyond financial advice, but they're demanding it on what they're looking for. Digital assets are gaining legitimacy. It's the sixth. And I guess I went to one of the sessions on the tokenization of securities. And three, four, five years from now, almost every security is gonna... there's a strong chance it's gonna be tokenized. And I think as an industry, we're still kind of a little bit in limbo land. Is Bitcoin gonna be here or not?

The regulations.

Totally. The regulatory framework isn't there. And so a lot of us are not knowing where this fits into our model.

Hey, blockchain is real.

Totally.

Tokenization's real. Digital assets are real.

It's not going away.

Yeah. This is not a bitcoin conversation. This is a digital assets conversation.

We're gonna be settling to digital and beyond. And so just us getting a plan around that. The seventh is massive industry technology expansion. If you think about the Kitces map, where it is different this time is yes, you have over 500.

Can you actually read the Kitces map by the way?

No.

When I look at that map, I mean, I get like a magnifying glass now.

I always listen to his podcast and I read some of his articles to actually get a sense of it and I do get lost a little bit. But the interesting thing about the technology is yeah, I do believe there are over 500 technology companies providing services to us. What's different this time is that a lot of it works. Like, that's the good news and the bad news.

And they integrate.

They totally. So you have technology that is coming to the marketplace that can make us better, and that's awesome. Eighth is the generational shift. It's that incredible generational shift that the next generation of consumers is looking for something different and we're going to need to meet them at a younger age. And then the last and the ninth is the convenience revolution. And what's happening, whether we like it or not, but we're all participating in it. The Amazons, the Ubers, the DoorDashes of the world are resetting consumer expectations, not just on how they consume products and services, but how they consume financial advice and the services that we provide. And I don't think any of these are deniable, and for us it's like what's our game plan on each of these structures is something that I think about and happy to jump in any of 'em.