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With the average age of advisors hovering around 55, clients want to know they will be taken care of if something happens to their advisor, or if they retire.
The SEC approved a plan on Wednesday to root out what Chair Gary Gensler has said are conflicts of interest that can arise when financial firms use artificial intelligence.
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.