Our latest whitepaper on Wealth Advisors Movement and how AI can predict it.?
How AI Is transforming advisor retention strategies in the WealthTech sector? ? Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from?Fligoo.? The movement of advisors can cause significant financial losses and disruption to client relationships. For instance, the advisor attrition rate surged 7.5% in 2023, resulting in over $100bn in assets under management (AUM) being transferred in just 90 days.? Fligoo, a provider of enterprise AI solutions, has launched a?new whitepaper exploring the trends driving advisor movement, the failings of traditional retention strategies, how AI can help address the problem, and guidance on how to improve retention.? Read the full story here: https://lnkd.in/gEr6QdHN #FinTech #WealthTech #Wealthmanagement Juan Cruz Garzón