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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
May 8, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

We've all been hearing about artificial intelligence-powered wealthtech firms for years now. One of the most common sales pitches I've encountered relates to time savings. I was curious: Which pieces of tech are actually saving time? And what are firms doing with those "extra" hours? I spoke with several advisors about their experiences.

Has AI saved you time? Let me know — [email protected].

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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