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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Younger Americans Want Advisors Who Know AI – But Still Want the Human Touch
InvestmentNews; subscription may be required 
Aug. 6, 2025 "While most Americans want a person to lead the planning process, younger generations increasingly expect that person to be tech-savvy.... 54% of both Gen Z and Millennials prefer to work with a financial advisor who uses AI as a tool -- not to replace human judgment, but to enhance it. Compare that to just 36% of Boomers+ who feel the same." MORE >> |
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