The Future of Financial Advice: Masters in Business with Rich Steinmeier
THE SO WHAT
A $2.7B acquisition in wealth management alongside talk of AI in advice points to a barbell future—scale platforms plus AI tooling on one side, niche human specialists on the other. If you run a mid-sized advisory or fintech, assume clients will expect AI-augmented planning as table stakes and differentiate on trust, niche expertise, or distribution.
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