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AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.
Advisors on the Envestnet platform use allocation models, company executives say. Building ETFs that combine passive investments with active management for those models is the next logical step.
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
