AI helped me automate some of my wealth advisor job. Here's why I'm not worried about it stealing my edge.
· businessinsider.com · popularity 26/100 · 0 similar stories today
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Summary
Rick Nott is a senior managing director and private wealth advisor at Santa Monica, California-based Angeles Investments. He spoke to Business Insider about how he uses AI, and why he's excited and afraid when looking at AI-native financial planning platforms. The conversation has been edited for …
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