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New Advisor Survey Finds Rapid Attitude Shift on AI
News February 26, 2025 at 01:45 PM
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What You Need To Know
- Wealth management firms that benefit from AI are also setting up guardrails for use.
- Financial advisors said that they mainly use generative AI for predictive analytics, marketing and summarizing meeting notes.
- Bad data and a lack of integrated tools dominated the list of advisors’ top technology concerns.
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