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Wealth management's A.I. adoption is something Justin Whitehead sees growing that includes a "narrative shift" coming in 2026. He talks about 2025 as the year of "internal function" for firms while the coming year will turn to expansion. Justin shares his point of view as a fintech firm CEO.

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Explaining "Narrative Shift" in Wealth Management A.I. Adoption

Schwab Network

Explaining "Narrative Shift" in Wealth Management A.I. Adoption