This AI-powered financial advisor has quickly gained $20 billion in assets

The wealth management industry has long feared a future where human advisors are no longer necessary, and that possibility seems closer with generative AI.

Aug 1, 2024 - 08:00

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This AI-powered financial advisor has quickly gained $20 billion in assets

The wealth management industry has long feared a future where human advisors are no longer necessary, and that possibility seems closer with generative AI.

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