FinTech
10 key stories on AI and wealth management in 2024
As he often does, Michael Kitces had a way of summing it all up. Kitces, the "chief planning nerd" at Kitces.com, co-founder of the XY Planning Network and head of planning strategy at St. Louis-based Buckingham Wealth Partners, spoke with industry consultant Suzanne Siracuse in a fireside chat that opened…
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