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Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
We posed a hypothetical practice management dilemma facing an advisory firm to ChatGPT. Then we asked three experts to weigh in on the merits of the advice.
The SEC also filed charges against Douglas McKelvey, who was accused of stealing $1.7 million from the Morgan Stanley accounts of his mother and mother-in-law over a period of nearly 10 years.
