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Tech, Trust, and Tactical Investing: A New Era of Wealth Management with Kevin Jamali of Farther

The Derivative

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Navigating Stress and Evolving Wealth Management

This chapter explores the challenges of managing high-stress environments in trading, including psychological influences and behaviors driven by competition. It details the transition from traditional wealth management to a more collaborative approach in the face of evolving investment opportunities, especially the accessibility of alternative investments. Additionally, it highlights the limitations of robo-advisors and the critical need for personalized financial advice, particularly during significant economic events.

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