The article will analyse the current status of generative AI technologies used in wealth management. Additionally, it will discuss future trends and expectations for AI in this sector. The goal is to present the prevailing AI practices in wealth management and highlight any potential shortcomings of these emerging trends.

Global

AI has undeniably gained significant attention over the past few years, with many financial advisors and wealth managers already heavily relying on AI tools. Given that the use of AI in wealth management is expected to continue growing, this article aims to raise important questions for further discussion about the prudent and ethical use of AI in wealth management.

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