This just in: CEO Chris Shuba in Financial Planning

As organizations like Fidelity establish advisor hubs, there’s a noticeable trend towards integrating advanced tools like data analytics and machine learning. Chris Shuba, our CEO and founder, emphasizes the need for these resources to go beyond mere additions to an advisor’s toolbox given advisors’ busy schedules.

He says it’s crucial these innovations streamline processes and enhance efficiency rather than adding to their workload and that the “most valuable hubs are the ones that you can set and forget. And that’s how we built Helios.”

To learn more of Chris’s perspectives on how these hubs can support advisors, read on Financial Planning: