How AI is Revolutionizing Financial Advisory Services

The rapid growth of AI, particularly generative AI models like ChatGPT, is reshaping various sectors. ChatGPT, which achieved 100 million users within two months of its launch, is one of the fastest-growing consumer applications in history. This unprecedented adoption underscores AI’s transformative potential across industries, including financial advisory. The best way advisors can capitalize on…

Unpacking the Latest Retention Package: Jenny Kim and Brian Neville Discuss the Unique KKR Deal

Join Jenny Kim from The Gershman Group and Brian Neville of Lax & Neville LLP for an expert analysis of KKR’s acquisition of Janney—an unconventional retention structure unlike past platform deals. This episode unpacks what makes this deal unique and explores its implications for financial advisors evaluating transitions or retention incentives within changing wealth platforms.