Making the transition towards a more portfolio-based approach

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1. What are the trends that we are seeing in wealth management around the world?

2. What is a portfolio-based business model?

3. Why does this transition make sense for the adviser and firm?

4. Why is artificial intelligence important in this puzzle?

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1. What are the trends that we are seeing in wealth management around the world?

2. What is a portfolio-based business model?

3. Why does this transition make sense for the adviser and firm?

4. Why is artificial intelligence important in this puzzle?

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