AI Advisors Are Coming
42:10–43:06 · 57s
Rick predicts agentic, AI-only advisors will exist, especially for simpler, younger clients, but says robo hasn’t displaced RIAs and positions this as an on-ramp to future high-touch relationships.
42:10–43:06 · 57s
Rick predicts agentic, AI-only advisors will exist, especially for simpler, younger clients, but says robo hasn’t displaced RIAs and positions this as an on-ramp to future high-touch relationships.
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