AI likely to influence how FA firms allocate work, develop talent, and scale operations over time, argues new White Paper

AI likely to influence how FA firms allocate work, develop talent, and scale operations over time, argues new White Paper

As AI becomes more embedded within financial advice businesses, it is likely to have an impact on how teams are structured and how roles evolve, influencing how firms allocate work, develop talent, and scale their operations over time, according to  a new white paper entitled “AI and the Evolution of Financial Advice” from international financial advisory firm Hoxton Wealth. The paper argues that change is unlikely to be immediate or uniform, an…