On Wealth Intelligence, Domenick D'Andrea welcomes Alejandro Codón to explore how AI can help financial advisors improve efficiency while preserving human judgment and client trust. They discuss automating routine tasks, protecting client data, training teams, and adopting technology to strengthen client service.
On Wealth Intelligence, host Domenick D'Andrea welcomes H. Adam Holt to discuss organizing your “financial closet.” They explore idle assets, insurance gaps, retirement tax...
On Wealth Intelligence, host Domenick D'Andrea welcomes Alex Samoila to discuss turning retirement savings into reliable income. They explore longevity, market volatility, annuities, and...
On Wealth Intelligence, host Domenick D'Andrea welcomes Gene Goldman, Chief Investment Officer at Cetera Financial Group, to discuss the 2026 market outlook, inflation, interest...