Caution remains the watchword when it comes to AI
Gabe Rissman, Adam Holt, and Andrew Altfest.
The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.
Whether you love it or hate it, AI’s integration into financial services is not just reshaping how portfolios are managed and advice is given, it is fundamentally altering the relationship between advisors and clients.
Andrew Altfest, president and founder of FP Alpha and president of Altfest P
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