Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity Investments
AI in Financial Services Podcast
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Fidelity Mutual Funds - It's Curious Because I Was Working in a Different Company Not in Fidity
There are thousands of financial advisors who are not associated with big companies because they can charge much less to their client and the clients like say suppose I want a financial advisor I'll go for someone who charges reasonably and gives me good return yes. Big companies advertise like they charge a little bit more so if somebody's comfortable with smaller companies then he can make a lot of money many people go for that. That's why these smaller companies are there and also not only that suppose like you are like suppose a advisor from Vanguard he'll be pushing for Vanguard mutual funds but a third party advisor who doesn't own any kind of mutual fund they will pick the best from the world right? They do
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