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💡 Thinking Ahead: Future Wealth Management Clients 💡 Curious about the future of wealth management? Don’t miss our chat with Yelena Melamed, co-founder of Catchlight, as she shares her vision for future clients. Click here to Listen: https://cfany.org/compound-insights/ #WealthManagement #FutureClients #AI #Innovation #cfany #finance #podcast #Compoundinsights | CFA Society New York
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