How advisors are taking advantage of wealthtech s AI enthusiasm financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
Generative AI and machine learning make it easier for financial advisors to research investments and make recommendations to clients, but barriers to AI replacing human advisors remain.
With Microsoft Azure OpenAI underpinnings, access to Morningstar investment research and a business casual company sweater, Mo is here to provide summarized, conversational insights to advisors.
Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.