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Show Notes
Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/
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