The Convergence Era: Advancing Advisor Technology and Client Experience with Bradley Kellum

This week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology focused on improving how advisors leverage systems to deliver better client outcomes. With deep experience across advisory platforms and digital transformation, Bradley brings a strategic perspective on how technology can unlock scale, efficiency, and more personalized client engagement.

Jack and Bradley explore the challenges firms face with fragmented systems and how integration is becoming essential to delivering a…