Technology, Talent, and the Infrastructure of Holistic Advice: Insights from Grant Ko
AI SummaryAI-generated — verify against the source.This article discusses the integration of technology and talent to support holistic wealth management, highlighting how infrastructure is evolving to provide comprehensive advice. While specific AI tools aren't detailed in the snippet, it emphasizes the strategic shift toward tech-enabled advisory models, which is central to modern AI adoption in wealth management.
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