Financial Advisor – January 2024

Advisory firms are implementing artificial intelligence to help with client servicing–like using ChatGPT tools to create blog posts and send out emails. But the technology is still in its infancy in wealth management. While AI tools can even help pick out birthday gifts to send to clients, they have struggled to move beyond simple client communication. In this article by Sean Allocca, Joel Bruckenstein comments about large firms not using AI until more regulation is established.

Read the article: Financial Advisors Still Cautious About AI Tools.

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