Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
Almost half of wealth managers say meeting client demand for unlisted assets will be a ‘critical factor’ in their growth plans
‘We must dispel the misconception that nature data is inaccessible and fragmented’, says CEO
GaiaLens’ tool uses data to score ESG performance, climate impact and emerging controversies
Options include Strategic Index, Enhanced Index, Hybrid, Active, Income, Responsible and Decumulation
Using AI has many benefits but also raises operational and ethical questions around unconscious biases and accountability