The three AI trends moving client value from portfolio to relationship in wealth management

Portfolio performance has always been the north star of our profession. We use it to prove our value to clients and prospects: look at what we've done, or could do, for your wealth.  Thanks in part to regulations such as Consumer Duty, and in part due to growing awareness among both advisors and clients that there is more to managing finances than how a stock is performing, that's all starting to change.  Artificial intelligence will accelerate that evolution, and three trends are shaping a shift in client focus from portfolio performance to their relationship with their financial pla...