As wealth managers confront an AI reckoning, the tech is, for now, easing their workloads by picking up routine tasks, freeing up more time to advise clients (Bloomberg)

Bloomberg:
As wealth managers confront an AI reckoning, the tech is, for now, easing their workloads by picking up routine tasks, freeing up more time to advise clients  —  Wealth managers, who can make upwards of $500,000, are confronting a chatbot reckoning.  —  Down the Wealth Walkway on South Beach …