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Winter 2023 Spring 2024

Issue #8 / November 2023

In-depth coverage of ongoing industry opportunities and challenges, such as increasing staff diversity in wealth management firms and helping advisors navigate successful careers, the Winter 2023 Spring 2024 edition of Action! magazine includes special sections devoted to exploring two topics on the minds of many industry practitioners today: the impact of generative AI technology and the challenges of developing new organic growth.

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