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)

Jun 07, 2026 - 22:10
Updated: 3 hours ago
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Wealth managers use AI to automate routine tasks and focus on client advice.

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 …

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Christopher Holloway

Christopher Holloway is the founder and director of Progressive Robot, a UK-based technology company. A full-stack engineer with more than two decades of experience, he works across PHP development, ecommerce, Linux infrastructure, technical SEO and AI automation, and writes here on technology, AI, hardware and software.

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