Why The AI Opportunity In Wealth Management Looks More Like Sourcing Than Software
The registered investment adviser business is one of the most important — and most misunderstood — parts of financial services. In 2024, the U.S. advisory industry included 15,870 advisers serving 68.4 million clients and overseeing $144.6 trillion in assets under management (AUM). And yet it remains, structurally, a small-firm industry: …more