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Sponsored Content
From Chatbots to Deep Analytics: The Evolving Role of AI in Wealth Management
Oct 07, 2024
John O'Connell breaks down the impactful ways AI can transform wealth management.
chatbot Shaping Wealth AI assistant
Shaping Wealth Develops AI-Powered Behavioral Finance Assistant
Mar 21, 2024
The AI program, Lydia, was developed with Alai Studios to help advisors connect with clients emotionally.
J.D. Power: Investor Satisfaction Up, But Millennials Feel Skittish
J.D. Power: Investor Satisfaction Up, But Millennials Feel Skittish
Mar 21, 2024
About 36% of millennials with more than $1 million in investible assets said they’d probably leave their current firm in the next year.
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Sponsored Content
How to Create a Shockingly Good User Experience
Oct 07, 2024
Understanding what clients truly seek from their advisors.
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Sponsored Content
What’s Next in Wealthtech? Insights From Expert Joel Bruckenstein
Oct 07, 2024
Dive into 2024's wealth management trends with Joel Bruckenstein.
Nolan Venable LPL
LPL Snags $150M Advisor from Osaic
Mar 21, 2024
Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL.
Raymond James office
$300M California Team Joins Raymond James from UBS
Mar 21, 2024
The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.
Abigail Johnson
Fidelity’s Abby Johnson Tightens Grip on Far-Flung Family Empire
Mar 21, 2024
A decade into her reign, Johnson is reasserting control over the US fund giant’s London outpost. Heads are rolling.
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