A few days ago, I spoke at a client luncheon celebrating my firm’s 40th anniversary. A lot has changed over 40 years. Back then, a new account form was one page. Today, if it were printed, it would look like a small-town phone book. Fortunately, modern day forms are viewed and signed electronically.

I spoke about technology and how, driven by the Internet, it has significantly changed the investment world over the course of my company’s history. When we started, clients retained us because we had knowledge and information that was difficult to come by.

Today, the world is totally different. The Internet provides an overabundance of information, sometimes contradictory. Nowadays, clients retain us to help sort through that confusing multitude of information. With artificial intelligence j

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