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The Impact of AI on Wealth Management

WiserAdvisor

According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028. However, with this rapid shift comes the question – can AI replace human wealth managers, or does personalized wealth management still require a human touch?

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Transcript: Mike Freno, Barings Chairman and CEO

The Big Picture

There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. And then outside of that, we are, we are predominantly an institutional manager at this time. What is that sort of risk embracing, like how, how does that settle out?

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