AI, self-directed investing and holistic wealth planning are changing the rules of the game in wealth management - EY
AI SummaryAI-generated — verify against the source.EY highlights that the convergence of AI, self-directed investing, and holistic wealth planning is fundamentally reshaping the wealth management landscape. Financial advisors must adapt their service models to integrate these technologies to remain competitive against evolving client expectations for personalized, tech-enabled advice.
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