Financial advisors are constantly told that they need to use automation and AI in their everyday practices. But, it can be assumed that not all of them are 100 percent comfortable in doing so. Should they be worried or should they just go for it?
Whew. Wealth/Stack, huh? The event expected 500 delegates, over 700 turned up. The event in Arizona was truly conference history in the making.
Wouter Witvoet, founder and CEO of Secfi explains what exactly he and his firm mean by pre-wealth management. How does this help clients?