The ‘Mass Affluent’ Are Losing Their Allure for Wealth Managers Navigating AI
AI SummaryAI-generated — verify against the source.Wealth managers are increasingly leveraging AI to service the 'mass affluent' segment ($100k–$1M in liquid assets) to improve operational efficiency. This shift allows human advisors to dedicate more time to high-net-worth clients, emphasizing the evolving role of AI in client segmentation and service model restructuring.
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