Advisor software, AI in the workflow, data and the platforms wealth firms run on. Selected by our editors.
19 videos and podcasts · new this week: 6
The session gives advisors a framework for talking with clients about narrow leadership, rising rates and AI as portfolio narratives rather than single-number worries. It is a market-outlook conversation aimed at advisors, useful for client-facing discussion framing.
New manager videos, podcasts and our own wealth tech & ai stories on My Desk and in your morning edition.
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