Wealth Management Evolution: Personalized Services & AI
Update: 2025-12-08
Description
Wealth management is evolving, focusing on personalized services and valuable advice for clients across generations. The demand for complex services, asset protection, and access to new markets is growing, even among clients with less wealth. Technology, like AI, is helping firms simplify processes and enhance advisor-client relationships. However, delivering personalized service at scale is challenging due to a looming shortage of financial advisors. The new generation of wealthy clients expects a whole new set of offerings and relationships, driving firms to adopt a virtual family office model for coordinated, technology-enabled teams.
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