Tessa Lee: AI tools alone won't deliver better advice outcomes

The advice and wealth management industry is moving quickly to adopt artificial intelligence.  Every week seems to bring yet another tool promising faster onboarding, quicker reporting or more efficient client servicing.  The excitement is understandable – the pressure to improve productivity, reduce costs and meet ever rising client expectations is growing – and all within a tough regulatory environment. It's true that early AI adoption is already creating genuine efficiency gains across advice and wealth management. People can save time, reduce admin and streamline parts of the s...