The Future of Wealth Forum in Sea Island, Georgia, saw a line-up of expert speakers deliver compelling sessions on wealth management, events, and topics shaping our world, allowing us to collectively explore the most pressing issues and advancements impacting the industry. In this episode, Gunjan Kedia, Vice Chair, Wealth Management & Investment Services at U.S. Bank shares the misconceptions around the investor persona, the importance of the human touch in wealth management, and the enabling power of technology to connect advisors with data-driven insights.
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London Stock Exchange Group (LSEG)
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Location Studio Build
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