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The wealth management business is so competitive that firms eagerly seek out any edge in productivity and efficiency. Often, they look to technology to gain that edge. So for this week’s Barron’s Advisor Big Q, we asked representatives from four firms to describe recently implemented technology that’s making an important impact.
Angela Giombetti, head of marketing, Wealthspire Advisors: AI is something of great interest to us at Wealthspire from a marketing standpoint: being able to streamline the work we do around nurturing...
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