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As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investmentadvice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.
The regulation also introduced stricter rules on investor protection and product governance, particularly through mandating more rigorous suitability and appropriateness assessments, to ensure that financial products and services are aligned with investors’ needs and risk profiles.
Ive said before that nothing on this site is meant to be investmentadvice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article.
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