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The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan · podgraph
The WealthStack Podcast
24 Apr · 38 min
The WealthStack Podcast: AI, Capacity and the Future of Advice with Mark Swan
Mark Swan
guest
Shannon Rosic
host
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Mark Swan
guest
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Co-founder and CEO of Nevis, an AI wealth-management platform for independent financial advisors; previously worked in strategy and operations at Revolut.
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Shannon Rosic
host
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Director of content solutions at Wealth Stack, a media company covering the wealth management industry, and host of The WealthStack Podcast.
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The WealthStack Podcast
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