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Ep361: What’s the outlook for the financial services sector in 2022
Published 4 years, 3 months ago
Description
Chris Catliff, President & CEO, Blueshore Financial
From opportunity comes optimism for Chris Catliff, President and Chief Executive Officer of Canadian financial advisory firm Blueshore Financial. He discusses some of the key areas of focus for next year with Robin Amlôt of IBS Intelligence, including the impact of intergenerational wealth transfer and the need for financial institutions to focus on millennials, and within the financial advisory space, the growing importance of AI.