Author Archives: Cindy Beuoy

Why the Next Advantage in Wealth Management Won’t Be Information   By Curtis C. Brown, Jr., Founder & CEO, Tier1 Level Consulting I started in this business in 1978. If you want to understand where wealth management is headed over the next decade, it helps to understand where it started. There was no internet that year. No […]

By Curtis Brown CEO Tier 1 Level Consulting Group Companies across the wirehouse channel and the independent RIA space are investing heavily in artificial intelligence. Copilots, large language models, agents, governance policies, prompting workshops. Yet many leaders are still asking a simple question: Where is the return? Where are the productivity gains? The added capacity? The improved[…]

By Curtis C. Brown CEO When any client can summon a CFP-grade portfolio analysis in seconds, the question is no longer what you know — it’s whether you’re worth knowing. For the better part of a century, financial expertise was a moat. The wealth manager who understood tax-loss harvesting strategies, Monte Carlo simulations, and the nuanced interplay[…]