Great insights from Jim not only about AI, but the future of the independent space, as we continue to experience double digit growth year over year compared to the wirehouses. And, by the way, the value of a trusted advisor's advice, never gets old, even in an AI world.
Steward Partners’ CEO Jim Gold sits down with Gregg Greenberg from InvestmentNews to weigh in on the top trends moving the RIA space. Read the full article here: https://ow.ly/CMeX50Sjf58 #Finance #RIA #MergersAndAcquisitions #InvestmentNews #WealthManagement