Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.
The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.
