The CEO of the bank’s brokerage unit says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: <a href="https://www.barrons.com/authors/greg-bartalos">Greg Bartalos</a>.
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Liz Ann Sonders: Inflation, AI, and the Next Market Cycle

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.