AI is unlikely to replace wealth managers — at least not in the foreseeable future. But it now has the power to expose the gaps between genuine, client-first investment advice and other approaches in a way the industry has not yet seen.
Let’s carefully examine the menu of potential solutions offered by other countries with higher rates of financial literacy than the U.S.
A successful entrepreneur can spend decades building and nurturing a business only to have much of its value unnecessarily evaporate because they didn’t plan appropriately for, or properly execute, an eventual liquidity event.
