AI has made market data, product information and portfolio insights widely accessible, increasing transparency and raising client expectations. In this environment, traditional advisory models are under growing pressure and wealth advisers are facing a defining test. Those who have relied primarily on relationship management, without delivering practical and measurable value, may struggle to remain relevant. A winnowing effect is taking place, as clients become more informed and selective. The advisers who endure will be those who add real value across the full financial planning journey. This includes the ability to interpret abundant information, address complex and often multinational client needs,…
