How AI Is Reinventing Wealth Advisory

When I’m on the hunt for a new venture, there’s now an AI dimension to my lens. The questions I compile include the following: How will this industry be disrupted by advances in AI? How soon could that happen? What are the risks and opportunities in that disruption?

I don’t think we’ll need a human insurance broker in ten years. Also, at some point in the not-too-distant future, I can see AI replacing much, if not most, of what paralegals and even lawyers do. Many jobs in journalism, advertising, and other communications are likely to become obsolete—and, ironically, AI also puts tech jobs at risk, including c

AI in Finance: Your Personal Investment Advisor