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As wealth managers confront an AI reckoning, the tech is, for now, easing their workloads by picking up routine tasks, freeing up more time to advise clients (Bloomberg) from Techmeme RSS feed.
As wealth managers confront an AI reckoning, the tech is, for now, easing their workloads by picking up routine tasks, freeing up more time to advise clients (Bloomberg)
Bloomberg:
As wealth managers confront an AI reckoning, the tech is, for now, easing their workloads by picking up routine tasks, freeing up more time to advise clients — Wealth managers, who can make upwards of $500,000, are confronting a chatbot reckoning. — Down the Wealth Walkway on South Beach …