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Wealth Management: 2024 Trends and Predictions

  • Presented by :
  • Greg O'Gara
  • Dylan Lerner
  • Research Topic(s):
  • Wealth Management
  • Digital Wealth
  • Play Recording

Join Javelin’s Greg O'Gara and Dylan Lerner as they discuss important digital wealth management trends in 2024.

Greg and Dylan dive into three advisor and three investor trends that will help wealth managers navigate the complex and evolving train of the new digital ecosystem. They’ll explore the common theme of opportunities created by artificial intelligence, which is moving through the advisor and investor ecosystem at lightning speed.

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