The Next Era of Wealth Management: Human-Centric Advice, AI and Scaling Financial Planning
AI SummaryAI-generated — verify against the source.Edelman Financial Engines CEO Ralph Haberli outlines a vision for the future of wealth management, emphasizing the integration of AI to scale financial planning while maintaining a human-centric approach. The article highlights how firms can leverage technology to enhance advisor productivity and client service models rather than replacing the human element.
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