The Future of Wealth Management

Feb 28

Today we're discussing the future of wealth management through the lens of technology. Why should you care about this rapidly evolving landscape? In this episode, we will explain the impact of artificial intelligence (AI) on investment strategies and explore how technological advancements are reshaping access to wealth management services.

Listen in to learn how AI can revolutionize document analysis, as well as the role of technology in enabling comprehensive financial planning, from leveraging AI for data processing to enabling direct indexing. You’ll learn about the ways tech can help us, the importance of discernment when looking for accurate information about investments on the internet, and more.

What You’ll Learn:

Why you should care about the future of wealth management.
How AI is going to impact wealth management.
What computers can do for us in terms of investments.
How tech helps with direct indexing.
The importance of checking your resources for where you get your information.

Ideas Worth Sharing:

“Being a comprehensive financial planning firm, it has been super important for us to have AI specifically, but just tech in general to help with what we’re doing.” - Fiat Wealth Management
“Direct indexing would not be possible without the help of tech, computers, and algorithms.” - Fiat Wealth Management
“There isn’t a lack of information, there is a lack of wisdom and knowing what information is correct.” - Fiat Wealth Management