The ‘Mass Affluent’ Are Losing Their Allure for Wealth Managers Navigating AI
AI SummaryAI-generated — verify against the source.Wealth managers are increasingly shifting their service models by offloading the management of mass-affluent clients ($100k-$1M) to AI-driven platforms. This strategic pivot allows human advisors to dedicate more time to high-net-worth clients, emphasizing the role of AI in scaling practice efficiency and redefining client segmentation.
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