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Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

The Compound and Friends

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Navigating Investment Personalization and AI Impact

This chapter explores the evolving landscape of investment assessments, emphasizing the importance of star ratings while promoting personalized portfolios to enhance client retention. It discusses the rise of active ETFs, AI's role in transforming investment strategies, and how data-driven solutions are reshaping the financial advisory industry. The conversation emphasizes the crucial values of integrity and transparency amidst the complexities of modern markets.

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