Picture a world in which AI unlocks a sustainability revolution right in time for the massive upcoming wealth transfer. That's the world you're living in now. Millennials and Gen Z are sustainability-focused and future-forward. They are keen on leveraging data to make informed, impactful decisions.
Day: October 18, 2023
Robo-advisors are the future of finance, providing a data-driven approach to wealth management that tracks trends in real time and allows investors to have full confidence in their analytical and computational abilities.
Wealth management will always be a relationship-driven profession. And, even as advisors introduce new toolsets to manage portfolios, they must ensure that their customers continue to trust them. Leveraging technology in wealth management is a delicate balance.