Name: Technology Will Accelerate the Movement Towards Advisor Independence
Uploaded: 2025-09-25T17:50:00Z
Duration: 1 min 5 s
Description: By enabling more work to be automated, technology will “empower the independent advisor to jump to independence much faster,” says Ritik Malhotra, the founder and CEO of Savvy Wealth.

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“We don’t see technology undermining our existence, we see technology helping us,” says Max Hollein, the CEO of the Metropolitan Museum of Art.

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By enabling more work to be automated, technology will “empower the independent advisor to jump to independence much faster,” says Ritik Malhotra, the founder and CEO of Savvy Wealth.

https://m.wsj.net/video/20250925/b97575aa-6b95-440e-b9e1-6d06d412a2fc/1/hls/manifest-hd-wifi.m3u8

Technology Will Accelerate the Movement Towards Advisor Independence

I'm a big believer in the future of the independence of every financial advisor. And there is a path. I mean, we've busted the myth of it doesn't have to be difficult, and there is a pathway for every advisor, wherever that you are in your journey, to basically be able to jump to independence. And I actually think the takeaway here is that using technology, and the latest and greatest with AI, is actually gonna empower the independent advisor to really jump to independence much faster. Because what may have necessarily may have needed multiple people on your staff, maybe you need a billion dollars of AUM before to really jump out and have the capital to be able to do all that, you can do at a much lower scale and jump to be independent because you have access to the technology that can do automation, that can automate a lot of the work. You have AI that acts as your fractional employee and resource. So that, to me, paves the future for a very kind of prominent independent advisor base, so don't wait.