Scale

#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM, With Stacey McKinnon – Go Health Pro

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#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For B Of AUM, With Stacey McKinnon – Go Health Pro

Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What’s unique about Stacey, though, is … Read more

Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice – Go Health Pro

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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice – Go Health Pro

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice. Today, AI is poised to drive another … Read more

Scale AI under fire in suit filed by former worker alleging unlawful business practices – Computerworld – Go Health Pro

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Scale AI under fire in suit filed by former worker alleging unlawful business practices – Computerworld – Go Health Pro

Moreover, the subject matter of many prompts, some of which involved suicidal ideation and violence, among other disturbing topics, coupled with restrictions from Scale AI around break times and outside research, created a grueling, authoritarian workplace in which workers could be terminated for complaining about working conditions, payments, or company processes, the complaint said. Additionally, … Read more

Accelerating AI at scale without sacrificing security – Go Health Pro

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Accelerating AI at scale without sacrificing security – Go Health Pro

How does a business stand out in a competitive market with AI? For some, it might be implementing a custom chatbot, or personalized recommendations built on advanced analytics and pushed out through a mobile app to customers. For others, it may simply be a matter of integrating AI into internal operations to improve decision-making and … Read more

The Scale of Geoblocking by Nation – Go Health Pro

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The Scale of Geoblocking by Nation Interesting analysis: We introduce and explore a little-known threat to digital equality and freedom­websites geoblocking users in response to political risks from sanctions. U.S. policy prioritizes internet freedom and access to information in repressive regimes. Clarifying distinctions between free and paid websites, allowing trunk cables to repressive states, enforcing … Read more

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