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Advisers open to back-office AI but cautious on client money, finds GBST
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Advisers open to back-office AI but cautious on client money, finds GBST
Financial advisers are open to agentic AI handling administrative work across the advice journey but want human oversight for decisions that affect client money, according to research from global wealth management technology provider GBST and consultancy the lang cat. The findings follow the recent Mills Review which recommended that the FCA monitor the shift towards systems making open-ended decisions without a person involved and adapt its reg…
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