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AI, Generations, and Human Advice | Milwaukee News
The future of wealth management is being reshaped by generational wealth shifts and AI, and Annex CEO Dave Spano is leading the charge with a bold vision: tech that handles the heavy lifting so advisors can focus on the human connection. He’s building multigenerational teams and digital tools to meet evolving client expectations while fiercely guarding their in-house model’s personal touch. Talent retention and tech adoption are key challenges—Annex invests in growth, clear paths, and culture to keep top talent, while choosing tools that enhance—not replace—human insight. Spano warns that…
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