NextWealth Insights

Heather Hopkins e Alasdair Walker discutono di come l'IA stia trasformando le società di consulenza finanziaria. Scopri le strategie di integrazione per il successo futuro dai leader del settore.

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Dec 13, 2024

Season 5, Episode 7: Inside Re:LoA

28 mins

Dec 2, 2024

Season 5, Episode 6: Inside AdvisoryAI

S5 E6 • 32 mins

Nov 22, 2024

Season 5, Episode 5: Notebook LM shares findings on Financial Advice Business Benchmarks Report

S5 E5 • 34 mins

Oct 31, 2024

Season 5, Episode 4: AI and its current use in wealth management, future potential, and challenges in implementation.

30 mins

Oct 16, 2024

Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.

42 mins