The WealthStack Podcast: CRM, AI and the Future of Advisor Productivity with Michelle Feinstein

Published on December 5, 2025

Michelle Feinstein unpacks how firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth.

Continue reading on website
Other news

Even If Fed Cuts Rates Again, US Economy May Not Get Much of a Boost

December 5, 2025
Federal Reserve officials are poised to cut interest rates again next week, but any benefit to the economy is likely to take much longer to show up than normal and may be blunted by factors that monetary policy can’t control.

Core PCE Inflation Cools to 2.8% in September, Lower Than Expected

December 5, 2025
The Fed’s preferred inflation gauge, the core PCE price index, rose 2.8% year-over-year in September. This was lower than the forecast and a slight cooldown from August's 2.9% reading. On a monthly basis, the core index was up 0.2%, as expected.