Vinay Nair: Using AI to Personalize Wealth Management at Scale
Listen now
Description
How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski.
More Episodes
The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos. 
Published 04/30/24
Published 04/30/24
The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.
Published 04/23/24