Remove Financial Advice Remove Retail Remove Strategic Planning
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The Impact of AI on Wealth Management

WiserAdvisor

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. 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.

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Transcript: Joanne Bradford

The Big Picture

That most people over 40 are concerned about, but just the how can we make you better as a retailer? And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

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