Tony Wilkson recommends taking a balanced approach to the use of AI in advice and outlines some practical ways to integrate the tech without losing client trust...
In an era where financial markets face extraordinary volatility due to geopolitical tensions, financial advisers find themselves navigating dual challenges: interpreting complex market data while maintaining client trust through this challenging environment. On one hand, the integration of artificial intelligence (AI) into client services offers advisers powerful analytical tools and capabilities, but it also potentially risks depersonalising the very relationships that form the foundation of effective financial advice. It's hard to escape the current news cycle, where President Trum...
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