Artificial intelligence (AI) is rapidly moving from concept to everyday reality, reshaping how clients experience financial advisory services and raising expectations for responsiveness and value. This article presents an expert discussion featuring industry leaders from Curi Capital, Finley Point Strategy, and Mariner on how advisors can embed AI into their practices. It examines AI’s role as a “sidekick” that can handle routine middle- and back-office tasks, freeing advisors to focus on higher-value client interactions. The conversation also explores how AI can enhance efficiency, elevate client service, and redefine the advisor’s role.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
