WiserAdvisor

JUNE 17, 2025

According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. over the next five years, while Apple is set to pump more than $500 billion into the American economy by 2029.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52