The $2 trillion wealth management industry faces a reckoning as AI materially increases the efficiency of financial planning, threatening traditional advisor workflows and fee structures. Altruist founder and CEO Jason Wenk discusses how AI-driven tools can streamline planning and distribution, implying downward pressure on costs and potential consolidation in the sector.
The $2 trillion wealth management industry faces a reckoning as AI materially increases the efficiency of financial planning, threatening traditional advisor workflows and fee structures. Altruist founder and CEO Jason Wenk discusses how AI-driven tools can streamline planning and distribution, implying downward pressure on costs and potential consolidation in the sector.
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