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May 13, 2026
Amplify CMO Jack Martin examines the data inside DeVoe & Company’s Q1 2026 RIA Deal Book and finds a more important story beneath the record transaction volume. Buyers are more selective than ever, and they’re paying premium multiples for firms with clean data, unified workflows, and operationally coherent infrastructure. Here’s what that shift means for RIA founders running firms $250M and up, and why the infrastructure decisions you make today determine the multiple you command tomorrow.
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May 1, 2026
Most RIA firms are investing in AI tools before their data infrastructure is ready to support them, and the results are predictable: conflicting outputs, workflow bottlenecks, and ROI that never materializes. This post addresses five questions RIA founders and executives are actively asking about AI right now, from why fragmented data breaks AI tools to whether firms should be building toward AI agents and what AI infrastructure has to do with firm valuation.
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April 16, 2026
Three years of strong returns pushed risk conversations to the back burner for most RIA firms. Now volatility and geopolitical shocks have exposed a critical gap: traditional risk metrics like standard deviation were built for average conditions, not extreme ones. This article explores why standard risk models fail during periods of market stress, how tail risk modeling captures what legacy tools miss, and what advisory firms can do now to strengthen client trust before the next drawdown.
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APR 2851 MINUTES
Advisor Tech is Solving the Wrong Problem: Churni Bhattacharya @ Amplify
AI for Advisors ▶ PlayWhy does wealthtech keep adding features without improving advisor workflows? Amplify CPO Churni Bhattacharya joins AI for Advisors to explain why the industry’s focus on tools has become irrelevant. Wealth management runs on trust, relationships, and experience. AI only delivers value when the underlying data architecture is unified and the platform is designed around outcomes, not features.
MAR 1233 MIN
Ep. 332: Modernizing the Tech Layer: How Amplify is Redefining Wealth Management at Scale
Wealth Tech Today (Craig Iskowitz) ▶ PlayWhat happens when you build a wealth management platform from a single unified data layer instead of bolting tools together? Amplify co-founder Aaron Brodt and CTO David Hatfield break down the architecture behind multi-custodial trading, frictionless onboarding, and an AI-native data lake built for what’s next. Listen for six insights RIA leaders should write down from this conversation.
JAN 2931:18
Adjusted for Risk: Beyond Traditional Risk Metrics: The Future of Investment Risk
Zephyr by informa ▶ PlayAmplify CTO David Hatfield and Chief Growth Officer Vickie Lewin joined Zephyr’s Ryan Nauman on the Adjusted for Risk podcast to discuss how financial advisors can rethink investment risk management. They explore why traditional risk metrics fall short, how tail risk reveals true downside exposure, and how Amplify’s Quantum Risk tool helps RIAs and clients align on portfolio risk.
APR 2045 MIN
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
In The Suite ▶ PlayToday, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.
APR 1036 MIN
Byte-sized progress: How technology reshapes financial advising with Vickie Lewin
The Fintape ▶ PlayVickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.
APR 130 MIN
Amplify with Vickie Lewin | 369
The Fintape ▶ PlayIn this episode Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify’s focus on reducing complexity,…
Integrations
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