AI’s Next Phase in Wealth Management: From Assistive Tools to Agentic Intelligence
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' capable of autonomous task execution. This shift suggests that financial advisors will soon transition from using AI as a chatbot to deploying AI agents that can proactively manage workflows, research, and client interactions.
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