What AI can (and can’t) do for advisers

Researchers at IBM contend that AI can assist advisers with portfolio management, but there are limits.

Financial advisers providing private services to individuals are required to do extensive data analysis. Time spent doing analysis means less time spent with the client. For the client, this reduces both the actual and perceived value of the private services. The loss of actual value is due to the limited interaction with the client to refine their portfolio to their preferences. The loss of perceived value may result in sending the client in search of another adviser.

How can artificial

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