ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities.

“We want our talent to perform at the highest levels. In order for them to do that, they need to have proper tools to execute at the speed and quality that they need to. As a firm, our role is to anticipate these needs, equipping our talent with the tools and support them to succeed,” he shared.

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