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Microsoft Report Says AI Will Replace Advisors; Advisors Say, Not So Fast
WealthManagement.com Link to more items from this source
Aug. 13, 2025

"[Advisors] don't see AI as a threat. Rather, they view it as an extension of the tech innovation that's been going on for decades; it can be used for certain tasks ... to make them more efficient and create more capacity.... AI will not be able to replicate the human connection advisors have with their clients."  MORE >>

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