Direct indexing FTSE Russell survey is interesting, but AI claims are 💩
FTSE Russell surveyed 402 advisers and shoehorned in AI nonsense
Lots of interesting bits in the FTSE Russell survey
FTSE Russell - Direct Indexing: A critical tool for Wealth Managers
But… “Artificial intelligence (AI) is serving as a catalyst speeding adoption, as it can automate implementation of tax efficiencies” …is a joke. 🤡
No serious person I know in wealth management lets generative AI anywhere near the money.