AI’s Next Phase in Wealth Management: From Assistive Tools to Agentic Intelligence - connectmoney.com
AI SummaryAI-generated — verify against the source.The article discusses the evolution of AI in wealth management, moving from simple assistive tools to 'agentic intelligence'—systems capable of autonomous decision-making and task execution. This shift suggests that financial advisors will soon transition from using AI as a chatbot to leveraging it as an active participant in portfolio management and client service workflows.
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