Jeff McMillan

Chief Analytics and Data Officer at Morgan Stanley and 2 other companies
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  • There are a lot of different theories about what makes financial advisors successful: organizing in teams or working as an individual, doing financial plans for clients or not, wealth management or transactional focus.

    19 March 2021
  • The machine serves up those ideas to the financial advisor, and then they decide what makes sense based on their practice and the needs of the clients.

    9 November 2019
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