How to give your clients a repeatable methodology to scrutinise investment products – especially those marketed by so-called finfluencers.
A recent article published by Anne Cabot-Alletzhauser explores our new reality: rich or poor, young or old – our investment clients or fund members now live in a world where they are incessantly being exposed (lured) to far better ways to make money fast and basically so much faster than anything we have ever offered them in terms of a suitable plan for meeting their future goals.
Read the full article: The do’s and don’ts of using AI to invest by Anne Cabot-Alletzhauser, published by Citywire South Africa here.
This summary has been prepared by IDAD. The original article remains the property of its respective publisher.