On Dec. 23, 2025, I was a guest on Episode 45 of the Making Sense of Your Money Podcast, hosted by Dan Pascone, founder and CEO of Tailored Wealth in Fairfield, Connecticut.
I also uploaded a copy to the Internet Archive.
This Burgess: The website of author Rob Burgess.
Tuesday, December 23, 2025
Wednesday, December 3, 2025
"How to navigate a crypto meltdown - 'Be willing to hold on'"
2025-12-01 - FP - Cryptocurrency's wild ride in 2025
https://www.financial-planning.com/list/cryptocurrencys-wild-ride-in-2025
This story was included in the following LinkedIn News stories:
2025-12-01 - LinkedIn News - Serla Rusli - Bitcoin price plunges
https://www.linkedin.com/news/story/bitcoin-price-plunges-6781220/
2025-12-01 - LinkedIn News - John Tomase - Bitcoin plunges as crypto sell-off resumes
https://www.linkedin.com/news/story/bitcoin-plunges-as-crypto-sell-off-resumes-6790988/
I was also interviewed about this story by Yahoo Finance, which included the data and chart from this story:
2025-12-03 - Yahoo Finance - Hal Bundrick - How to navigate a crypto meltdown - 'Be willing to hold on'
Monday, December 1, 2025
2025-12-01 - FP - Leaders with Oleg Tishkevich
https://www.financial-planning.com/leaders
Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.
In my capacity as Reporter for Financial Planning Magazine, I hosted this Leaders session:
2025-12-01 - FP - Leaders with Oleg Tishkevich
https://archive.org/details/2025-11-26-fp-leaders-with-oleg-tishkevich
Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.
Wednesday, October 29, 2025
2025-10-29 – ADVISE AI 2025 panel moderator
From Oct. 28 to 29, 2025, the second annual ADVISE AI conference was held in Las Vegas.
In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “AI at Every Touchpoint: Transforming the Client Meeting Lifecycle,” on Oct. 29, 2025 at the Wynn Las Vegas.
Here is the description:
“From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.
“Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you're a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.”
Here is a video of the session: https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle
I have uploaded the video to the Internet Archive: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video
And I also uploaded the photos of my panel by Jacob Kepler to the Internet Archive: https://archive.org/details/2025-ADVISE-AI-photos
*(Photos courtesy of Lawrence Sprung and Mike Wilson.)
*(Photos courtesy of Lawrence Sprung and Mike Wilson.)
And here are the stories I wrote about the conference before, during and after:
https://www.financial-planning.com/advise-ai
https://www.financial-planning.com/advise-ai-2025
2025-09-29 - FP - Explore the future of wealth management at ADVISE AI
2025-10-06 - FP - ADVISE AI - Get ahead of the curve on AI innovation
https://www.financial-planning.com/news/advise-ai-get-ahead-of-the-curve-on-ai-innovation
2025-10-28 - FP - Advisors still in 'collective dabbler' stage of AI adoption – Kitces
https://www.financial-planning.com/news/advisors-still-in-collective-dabbler-stage-of-ai-adoption
2025-10-29 - FP - ADVISE AI - AI at Every Touchpoint
Video: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video
Photos: https://archive.org/details/2025-ADVISE-AI-photos
2025-10-29 - FP - When it comes to how AI uses data, it's 'garbage in, garbage out'
https://www.financial-planning.com/news/when-ai-uses-data-its-garbage-in-garbage-out
2025-10-30 - FP - How advisors are using AI tools for prospecting and growth
https://www.financial-planning.com/news/how-advisors-are-using-ai-tools-for-prospecting-and-growth
2025-11-03 - FP - How AI has taken these firms 'from PDFs to planning'
https://www.financial-planning.com/news/how-ai-has-taken-advisory-firms-from-pdfs-to-planning
2025-11-04 - FP - Compliance as an AI 'brake pedal' and how firms are learning to steer
https://www.financial-planning.com/news/ai-is-here-but-how-should-advisors-best-implement-it
2025-11-06 - FP - Using agentic AI to spend better — not just more — time with clients
https://www.financial-planning.com/news/how-advisors-can-use-ai-agents-to-deepen-client-ties
2025-11-07 - FP - The unexpected ways AI note-takers 'accelerate' client connections
https://www.financial-planning.com/news/ai-note-takers-provide-deeper-understanding-development
Wednesday, September 10, 2025
2025-09-10 - Future Proof 2025 panel moderator
From Sept. 7 to 10, 2025, the fourth annual Future Proof Festival was held in Huntington Beach, California.
In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “From Values to Value: Personalization Without the Politics,” on Sept. 10, 2025 on the Ocean Stage.
(I also moderated a panel at Future Proof in 2023.)
Here is the description:
“Clients want their investments to reflect their personal values without turning their portfolios into political statements. This panel explores how to help investors define what matters most and translate it into clear, actionable portfolio decisions. You’ll learn how to deliver personalization that builds trust, keeps the focus on performance, and supports long-term client goals.”
Here is a video of the session on YouTube: https://www.youtube.com/watch?v=vst-JgMFytU
I have also uploaded this video to the Internet Archive: https://archive.org/details/future-proof-from-values-to-value-personalization-without-the-politics
*(Photos courtesy of Harris Nydick, StreetCred PR and Ethic.)
And here are the stories I wrote about the conference before, during and after:
2025-09-02 - FP - Matt Middleton on future proofing Future Proof
https://www.financial-planning.com/news/matt-middleton-on-future-proofing-future-proof
2025-09-09 - FP - How advisors can get noticed in a no-click search world
https://www.financial-planning.com/news/how-advisors-can-get-noticed-in-a-no-click-search-world
2025-09-09 - FP - Tech serving higher-value clients beats expanding capacity – Kitces
https://www.financial-planning.com/news/higher-value-client-tech-beats-expanding-capacity
2025-09-11 - FP - AI takes the spotlight as 7 fintechs pitch their products to advisors
https://www.financial-planning.com/list/future-proof-debuts-inaugural-ai-demo-drop
2025-09-15 - FP - How advisors can scale their firms with talent, organization, empathy
https://www.financial-planning.com/news/how-wealth-management-firms-can-scale-growth
2025-09-18 - FP - Why wealth firms shouldn't settle for 'mediocre' culture
https://www.financial-planning.com/news/how-financial-advisors-can-build-intentional-firm-culture
Tuesday, September 2, 2025
Finalist – Range of Work by a Single Author – B2B Category – 2025 Folio: Eddie and Ozzie Awards
On Sept. 2, 2025, the finalists for the 2025 Folio: Eddie and Ozzie Awards were announced. (The Eddies honor the best editorial content and the Ozzies highlight the best in design.)
In my capacity as Reporter for Financial Planning Magazine, in the Range of Work by a Single Author > B2B category, I was a finalist for my entry, “An Eye on Wealth Management.”
My entry included the following stories:
2024-08-01 - FP - What advisors (and their clients) can learn from celebrity estate debacles
2024-10-07 - FP - New CFP Board ads incite fierce backlash from advisors
https://www.financial-planning.com/news/new-cfp-board-ads-incite-fierce-backlash-from-advisors
2024-10-21 - FP - CFP Board updates ads after backlash from advisors
https://www.financial-planning.com/news/cfp-board-updates-ads-after-advisors-complaints
2025-02-06 - FP - How advisors are using podcasts to educate, engage and win clients
https://www.financial-planning.com/news/financial-advisors-use-podcasts-to-connect-win-clients
2025-02-10 - FP - These are the tools advisors prefer for creating top-notch podcasts
https://www.financial-planning.com/news/podcast-tools-advisors-prefer-for-the-best-audio-and-video
Wednesday, July 30, 2025
2025-07-30 – AI Virtual Summit 2025 panel moderator
In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “Building an AI Tech Stack That Works for You and Your Clients,” on July 30, 2025 at Financial Planning's AI Virtual Summit 2025.
I hosted this session and the panelists were Parker Ence, co-founder and CEO of Jump Advisor AI; Doug Fritz, co-founder and executive chairman of F2 Strategy; Dr. Sindhu Joseph, founder and CEO of Cognicor; Oleg Tishkevich, CEO of Invent; and Timothy Welsh, president of Nexus Strategy.)
Here is a description of the summit:
Agentic AI is reshaping how Registered Investment Advisors (RIAs) operate, and those who harness it are gaining a serious competitive edge. On July 30, join us for an exclusive, half-day virtual summit that explores how autonomous AI agents and advanced analytics are enabling RIAs to deliver hyper-personalized financial advice at scale, streamline compliance, and elevate the client experience like never before.
Here is a description of the panel I moderated:
There's no debate that agentic AI has the potential to profoundly impact how financial advisors and wealth managers acquire, retain and deepen engagement with clients. What's often overlooked in the what-if scenario planning of the agentic AI era? Building an AI tech stack that works for financial advisors and their clients. In this panel discussion, industry experts will talk about why it's critical to align technology with specific workflows, compliance requirements and personalization objectives. As the talk on use cases heats up, here's what our panelists say that industry players need to consider in building their AI tech stack:
Identify business goals and use cases first, including client engagement (personalized recommendations, behavioral insights, automated reporting), advisor productivity (intelligent CRM, smart task prioritization, etc.), compliance and risk (KYC/AML monitoring and trade surveillance), and portfolio management (dynamic rebalancing, AI-driven allocation, tax optimization).
Core components of the AI tech stack, including the data layer (data sources, integration tools, warehouse or lake/lakehouse), intelligence layer (machine learning/AI models, agentic AI and model ops), and application layer (client-facing tools, advisor dashboards, conversational interfaces).
Security, compliance and ethics, including data privacy, regulatory compliance (SEC/FINRA, GDPR/CCPA adherence in data handling), explainability and bias mitigation.
Integration and interoperability, including open APIs to connect with wealth platforms, workflow compatibility, and third-party plug-ins.
Governance and monitoring, including model governance, performance monitoring and human-in-the-loop needs for higher risk recommendations or compliance review.
Testing and feedback loops, including advisor feedback, client insights on usage, satisfaction and conversion improvements, and testing for UI/UX and model performance pre-rollout.
Scalability and future-proofing your tech stack with a cloud-native architecture, modular stack and the ability to plug into large language models (LLMs) and multi-agent frameworks as the field evolves.
I uploaded the videos from the AI Virtual Summit 2025 to the Internet Archive: https://archive.org/details/ai-virtual-summit-2025
And here are the stories I wrote about the summit:
2025-08-14 - FP - How advisors could use agentic AI to deepen client engagement
https://www.financial-planning.com/news/how-agentic-ai-could-deepen-client-engagement
2025-08-19 - FP - How to build an AI tech stack that works for advisors and clients
https://www.financial-planning.com/news/building-an-ai-tech-stack-that-works-for-clients-advisors
2025-08-25 - FP - AI-powered simulation sandboxes could offer advisors a 'crystal ball'
https://www.financial-planning.com/news/ai-powered-simulation-sandboxes-coming-to-wealth-management
Sunday, June 15, 2025
"How wealth managers on Long Island play the role of 'financial psychologist'"
I was quoted by Brianne Ledda in her article, "How wealth managers on Long Island play the role of 'financial psychologist,'" which was published June 15, 2025 in Newsday.
Wednesday, April 16, 2025
Winner – Regional Bronze Award – All Content Category – Government Coverage – American Society of Business Publication Editors' (ASBPE) – 2025 Azbee Awards of Excellence – Northeast Region
On Wednesday, April 16, 2025, the 2025 American Society of Business Publication Editors' (ASBPE) Northeast Region Azbee Awards Banquet was held in New York City.
Nationwide, there were 800 entries, which were judged by 83 experienced business-to-business (B2B) editors, freelancers, designers and journalism professors.
The Azbee Awards honor the best in B2B media, recognizing outstanding work by business, trade, association and professional publications across 68 categories. One of the most competitive awards programs for B2B media, the Azbees highlight editorial, online, and design excellence within print media, email newsletters and digital publishing.
Awards are given on both the regional and national levels in the All Content, Design, Online, and Print divisions and given nationally in seven Overall Excellence categories: Best Body of Work, Digital Magazine of the Year, Email Newsletter of the Year, Magazine of the Year, Project of the Year, Social Media Account of the Year, and Website of the Year.
I was honored to receive the Regional Bronze Award in the All Content Category for Government Coverage.
The three stories which comprised my entry include:
2024-08-19 - FP - Harris vs. Trump - What financial advisors are watching in their economic proposals
2024-09-12 - FP - This auto-IRA retirement bill has hope if Democrats win the House
2024-11-11 - FP - What Trump's re-election means for portfolios, Fed rate cuts
https://www.financial-planning.com/news/what-trumps-re-election-means-for-portfolios-fed-rate-cuts
And here is the essay accompanying the entry:
“Government processes play an outsize role in financial services and wealth management. Financial advisors are beholden to multiple regulators whose focuses and aggressiveness can change in the space of a national election. Our government coverage dovetails with Financial Planning’s solutions-based philosophy to help advisors make timely and informed decisions for their clients. In particular, FP made clear the implications of the national election on portfolios, federal interest rates and potential legislation — all that have a direct bearing on investment returns and opportunities for advisors to maximize results for their investor clients. It allowed those advisors to make important decisions for clients in the run up to the election and their plans in the days, weeks and months following.”
Tuesday, March 25, 2025
Finalist - Financial Planning Magazine - Best Coverage of the 2024 Election on Your Served Market - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards
On March 25, 2025, the Jesse H. Neal Awards, B2B media industry’s oldest and most prestigious awards for content creators, announced the finalists for the 71st annual program.
Among the finalists was Financial Planning Magazine in the Best Coverage of the 2024 Election on Your Served Market - Brand Revenue of $3,000,000 to $7,000,000 category.
Here is the Financial Planning Magazine Election 2024 landing page: https://www.financial-planning.com/2024-election-coverage
I started working as a Reporter for Financial Planning Magazine on July 8, 2024. Since then, I wrote several election stories before and after the 2024 Election. Here are the stories which comprised my entry for this category:
2024-08-19 - FP - Harris vs. Trump - What financial advisors are watching in their economic proposals
2024-08-21 - FP - Market volatility and a contentious election year caused advisor confidence to plummet
2024-09-12 - FP - This auto-IRA retirement bill has hope if Democrats win the House
2024-09-25 - FP - Financial advisors' confidence in the economy still shaky as election looms
2024-09-27 - FP - Majority of wealthy investors plan portfolio changes ahead of election, UBS finds
Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards
On March 25, 2025, the Jesse H. Neal Awards, B2B media industry’s oldest and most prestigious awards for content creators, announced the finalists for the 71st annual program.
Among the finalists was the Editorial Staff of Informa Connect's Wealth Management Magazine in the Best Range of Work By a Media Brand – Brand Revenue of $3,000,000 to $7,000,000 category.
According to the rules, "All entries (print and digital) must have been published in a publication from January 1, 2024 through December 31, 2024 and distributed to the title’s full regular circulation." I served as Technology Reporter for Wealth Management Magazine through July 8, 2024.
In addition, the issue featured was the fourth quarter 2023 issue of Wealth Management Magazine.
I wrote two of the stories featured in cover package:
2023-12-18 - WM - The Ten to Watch in 2024 - Iraklis Kourtidis
https://www.wealthmanagement.com/people/ten-watch-2024-iraklis-kourtidis
2023-12-18 - WM - The Ten to Watch in 2024 - Brian Thorp
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