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19min chapter
Bloodbath
The Compound and Friends
Navigating the Evolving Financial Landscape
This chapter examines the strategies of successful RIAs and their reliance on referrals and tech-driven solutions to meet modern client needs. It also highlights the integration of various financial services into a single platform, responding to the demands of younger investors seeking convenience. Lastly, the discussion touches on market responses to political events and the impact of platforms like Robinhood on trading practices.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode