WealthTech Today
The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth
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The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.
Meet Our Guest On the 366th episode of the WealthTech Today podcast, I’m joined by Mark Swan is co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows that consume most of an advisory…