NAPFA Advisor – April 2025

In this article, Bob Veres talks about a comment that Joel Bruckenstein, producer of the  of T3 – Technology Tools for Today Advisor Conference, made about the many innovations popping up in the fintech world, largely driven by AI and that the opportunities are unprecedented. He also discusses the three stages he foresees that advisors will need to make: AI Adoption, Taming AI and Staff Repositioning.

Read the article: Three Transitions to Growth

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