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SCOTUS Social Media Ruling , FedEx Earnings

Bloomberg Intelligence

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AI Technology in Wealth Management and the Future of Venture Capital

Rebecca Lynn, co-founder of Canvas Ventures, discusses the impact of AI technology like Gen AI on sectors like FinTech and digital health, emphasizing its potential for streamlining processes and enhancing productivity in industries such as Wealth Management. The chapter explores the shift towards M&A opportunities over IPOs in the AI space, discusses the challenges and opportunities in venture capital fundraising, and highlights the strategic focus on profitable companies for successful IPOs. The conversation also delves into the significance of wealth management geared towards women, the recruitment process at EllaVest for financial advisors, and the structure of a wealth management business catering to a diverse range of clients.

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