AI in wealth management
Financial Planning
The leading resource of news, data and analysis for the wealth management industry.
Like just about everyone these days, financial advisors are assaulted with predictions about the role of AI, both in work and in ordinary life.?
In three sessions today at?Financial Planning's annual INVEST conference in New York, advisors, technology entrepreneurs and behavioral finance experts broke down exactly what happens when a wealth management firm hires a new technology vendor or shifts to a different software.?
Join us for INVEST 2023, Financial Planning’s hands-on wealthtech conference. Click?here for more info.
Spoiler alert: AI can do a lot. But it can’t replace connection, creativity, empathy and sales.
In other news:?
Next Trend Realty LLC./wwwHar.com/Chester-Swanson/agent_cbswan
1 年Thanks for Sharing.