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AI May Not Replace Advisors, But It Is Raising Expectations
Wealth advisers say clients are using AI to double-check recommendations, and about half now send proposal requests, Northern Trust’s Pamela Lucina said.
Summary by The Daily Upside
3 Articles
3 Articles
AI May Not Replace Advisors, But It Is Raising Expectations
Clients are showing up to meetings with enough AI-generated questions to make Ken Jennings proud. Conversations are expanding beyond traditional investing topics to touch on transferring wealth, financial anxiety, life decisions and broader economic concerns, according to a new survey from Edward Jones. More than a third of advisors surveyed said clients are comparing their advice to recommendations received online or through artificial intellig…
·New York, United States
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Leaning Left1Leaning Right0Center1Last UpdatedBias Distribution50% Left, 50% Center
Bias Distribution
- 50% of the sources lean Left, 50% of the sources are Center
50% Center
L 50%
C 50%
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