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The Future Focused RIA

Seeking Risk: The Fab Rick Show

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AI and the Future of Advice

The future of advice is still human. Morgan Stanley just came out with a survey back in May that stated 63% of investors would be interested in working with an advisor that leverages AI. And they believe that AI will not replace the advisor client relationship, and that was equally as high as about 84%. So it's about a happy marriage between the two. I think the biggest impact is going to be honestly around next best action planning.

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