Citywire This Week in Wealth

Can Claude change the game for RIAs? 

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Ian dials in from the Future Proof conference in Huntington Beach, California, to give the lowdown on Anthropic’s Claude for Financial Advisors suite and dig into the AI firm’s tie-up with custodian Charles Schwab.
Alex and Ian also discuss Creative Planning’s acquisition of RVK Inc., an institutional investment consultancy overseeing roughly $4.3tn in client assets, and the strategic rationale for the deal.
18 Sep English United States Investing

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