AI, self-directed investing and holistic wealth planning are changing the rules of the game in wealth management
AI SummaryAI-generated — verify against the source.EY highlights that the convergence of AI, self-directed investing, and holistic wealth planning is fundamentally reshaping the wealth management landscape. For financial advisors, this signals a need to evolve service models to integrate technology-driven efficiencies while emphasizing the human-centric, holistic planning that AI cannot easily replicate.
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