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Vinay Nair: Using AI to Personalize Wealth Management at Scale

Barron's Advisor

CHAPTER

Innovating Wealth Management with AI

This chapter explores the integration of artificial intelligence in the wealth management sector, detailing early initiatives like an AI assistant and the Magnify platform. It discusses the balance between technology and personal interaction, highlighting how AI enhances advisors' capabilities while emphasizing the need for individualized advice. Additionally, it covers the challenges and opportunities in adopting AI tools among financial advisors, reflecting on the evolving landscape of client interactions.

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