For Now, AI Is Making Financial Advisors More Productive. What Comes Next Could Be More Disruptive.

The future of wealth management amid the rise of artificial intelligence was on everyone’s minds last week at FutureProof Citywide, as this article by Andrew Welsch in Barron’s explains. Our co-founder and CEO Justin Whitehead gave his thoughts about the incorporation of artificial intelligence in wealth management, and how financial advisors must work to separate themselves from the grain by providing a humane approach beyond just a financial plan.