CNBC: Investing

JUNE 16, 2025

This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. Any investments made are made under the same terms as nonaffiliated investors and do not constitute a controlling interest.

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Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

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Peak Frameworks

AUGUST 24, 2023

There are different types of brokerages, each offering varying levels of service: Full-service brokerages provide a range of services including investment advice, research, and retirement planning, such as Merrill Lynch. A brokerage is a firm that connects buyers and sellers to facilitate a transaction. If a match is found (i.e.,

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CNBC: Investing

JUNE 23, 2025

This relatively oversold condition is shared by other defensive sectors, like utilities and REITs. This material is for illustration and discussion purposes and not intended to be, nor construed as, financial, legal, tax or investment advice. You should consult appropriate advisors concerning such matters.

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