Insights to level up your practice
More AI, More Demand for Human AdvisorsNearly 39% of Gen Z and millennial investors use AI to learn about finance — and 75% of financial content on social media is misleading. In WealthManagement.com's 2026 Midyear Outlook, CapIntel Founder and CEO James Rockwood explains why this information-knowledge gap is making human advisors more essential, not less.Read more
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