财务顾问正在适应AI的兴起，一些专家认为，人类顾问需要专注于超高净值客户的情感和复杂需求。AI正开始为大众富裕客户提供以前仅限于私人银行业务的服务。据彭博社报道，能够驾驭客户动态和复杂情况的顾问将处于最佳的成功地位。 AI
影响 随着AI越来越多地处理大众富裕客户的常规任务，财务顾问必须发展他们的服务，专注于情商和复杂的客户需求。
排序理由 该集群包含彭博社的观点文章和分析，讨论了AI对财务咨询行业的影响。
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4 Bloomberg: They need to be willing to “sit with a client through a succession or a liquidity event, and help them think clearly. #AI does not touch that.”
3 Bloomberg: The #adviser who successfully “reads the room” and “manages family dynamics” will have the best chance of surviving the onslaught of #AI , Patnaik said. 🧵
2 Bloomberg: … according to Debasish Patnaik of McKinsey & Co. “The #mass-affluent client now gets something close to private-banking quality from #AI ,” said Patnaik. Human #wealthmanagers will need to focus instead on the emotional needs of the truly #rich , his analysis implie…