This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.
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This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.
The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
RIA+
1 hour 6 minutes
1 year ago
The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management
Very few RIAs are strategically approaching the development of their team, talent and culture like Dakota Wealth Management - and a quick walk through their offices, which could also double for an art gallery, will give you an immediate sense for the firm's unique personality. That "Dakota energy" might explain why the firm has experienced some of the most exceptional growth in the RIA industry - recently surpassing $5 billion in assets under management in just its fifth year since lau...
RIA+
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.
