$1 million or less in assets? You may not be worthy of a human advisor as professionals hand smaller portfolios to AI
AI SummaryAI-generated — verify against the source.Financial advisory firms are increasingly offloading accounts with less than $1 million in assets to AI-driven automated platforms. This shift highlights a growing industry trend where human advisors focus on high-net-worth clients, while AI manages smaller portfolios to maintain profitability and scalability.
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