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Feathery’s Zack Khan Discusses AI-Native Operations For RIAs
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In this Wealth Set Go podcast, Jim Roth, Partner at Ascentix Partners, speaks with Zack Khan, Co-Founder of Feathery, about what it means for RIAs to build AI into their operations. They discuss whether an AI-based approach to client service and firm workflows could let small and midsize RIAs increase capacity without a corresponding increase in headcount, possibly allowing independent firms to stay independent longer.
Khan contrasts single-user AI assistants with an AI-based redesign of…
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