This chapter explores the integration of AI and machine learning in financial advisory, showcasing how wealth.com enhances efficiency through technology while maintaining the human element. It also highlights the evolution of advisory tools and the importance of personalized planning in managing client interactions and complex legal documents.
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Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, shares her thoughts on applying academic research to investing in index funds. Joanne Bradford, President and Chief Money Officer at Domain Money, discusses flipping the narrative on how Americans gain access to financial advice. Tim White, Co-Founder & CGO at Wealth.com, talks about seeing a massive opportunity in estate planning. And we Drive to the Close with Dana D’Auria, Co-CIO at Envestnet.
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