This chapter explores the changing landscape of wealth management and the pivotal role of financial advisors. It highlights the balance of independence versus support, along with the incorporation of AI strategies to optimize business operations and features engaging guests who enrich the discussion.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Peter Mallouk, CEO at Creative Planning, discusses advising high-net clients. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, shares her thoughts on the Fed ahead of Wednesday's rate decision. VanEck CEO Jan van Eck talks about direct indexing, tokenization.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.