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Summary: A growing number of Americans are turning to artificial intelligence for advice on money, retirement, and other high-stakes life decisions, according to new research from Pearl.com.
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Summary: Artificial intelligence is rapidly reshaping the financial planning landscape, promising both sweeping efficiencies and new challenges for advisors and their clients.
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Summary: For decades, the wealth management industry revolved around a single core function: investment management. Advisors built their value proposition around asset allocation, security selection and portfolio rebalancing. However, today’s high-net-worth and ultra-high-net-worth investors expect more than investment expertise. They demand a comprehensive wealth management experience that integrates financial planning, tax efficiency, estate strategies and retirement income solutions.
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Summary: Financial advisors who use Monte Carlo simulations to develop retirement income plans must be careful with the language they use to present such plans, as the same financial plan can feel very different to clients based on its framing.
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Summary: The short answer to your direct question is that you certainly could tell people to leave you alone. If you aren’t angry right now, it might be sending the wrong message. I assume from the way you describe them coming in often to share ideas that you have, heretofore, operated with a bit of an open-door policy and an open attitude.
