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Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry

Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry

Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth management industry. 

One of the most experienced and knowledgeable voices in the wealth management and WealthTech industries — Lori Hardwick, CEO of Red Rock Strategic Partner — stopped by the WealthStack podcast to highlight the developments in FinTech that all advisors need to know. 

Ms. Hardwick talks with Mark Bruno, the Managing Director of Wealth Management at Informa, about her key learnings sitting on the boards for major players in WealthTech, such as Orion, Cetera, and Vestwell. In addition, they discuss:

  • How emerging technology is improving every interaction advisors can have with clients
  • How technology is accelerating change in retirement plans
  • How financial planning, risk management, and asset management are converging to create a truly holistic and customizable wealth management experience. 

Connect with Lori Hardwick:

Connect with Mark Bruno:

About our guest:

Lori Hardwick brings more than 25 years of experience of working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry.

As CEO of WealthTech at RedRock Strategic Partners LLC and as a Strategic Advisory Board member of Genstar Capital, Lori works directly with C-suite level executives at some of the largest financial services companies, to help them create, and execute against, winning growth strategies and to improve the overall experiences for advisors and their clients.

Lori has been appointed to, and currently serves on, several corporate boards in the financial services and fintech industries including Orion Advisor Technologies, Cetera Financial Group, as Vestwell for which she serves a s Chairman. Lori previously served as Chairman of the Board at Riskalyze through mid-2021.

In 2017, Lori created and co-founded, Advisor Innovation Labs (AI Labs) which underwent a successful transaction in early 2020. Prior to founding AI Labs, Lori served as Chief Operating Officer for Pershing, a BNY Mellon company, sharing leadership responsibility with the CEO for managing the Pershing family of companies. Lori served as a member of Pershing’s Executive Committee and BNY Mellon’s Senior Leadership Team.

Previously and for the majority of Lori’s career, she was a Co-Founder and Group President of Advisory Services for Envestnet, overseeing its enterprise relationship management, institutional advisory sales, strategic partnerships and practice management programs. She had been with Envestnet since its founding in 2000 and served in a variety of roles managing its enterprise, sales, services, advisor orientation and onboarding divisions during her 16-year tenure at the firm.

Lori has been recognized as one of the “22 People who will Transform Wealth Management in 2022” by Financial Planning Magazine, and as one of Top Women of Wealth Tech by ThinkAdvisor, a “Winner in Wealthtech” by Wealth Management Today, a “Woman to Watch” by InvestmentNews and on Investment Advisor’s list of “The 25 Most Influential People in the Financial Industry”.