How Financial Advisors Can Help Clients Understand What is Actually Happening in Their Portfolios
In this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Justin Whitehead, Co-Founder and CEO of Pebble Finance, to explore how AI is fundamentally transforming client communication in wealth management.
What if your brokerage account could explain itself to you, like a human would?
What if your brokerage account could explain itself to you, like a human would?
More About Pebble: Learn Why Our Mission to Democratize Finance Drives Everything We Do
Justin Whitehead, CEO and Co-Founder of Pebble Finance, discusses portfolio intelligence technology for investors with Chris Latham.