AI & the RIA: Getting Smart About Artificial Intelligence

Star Trek fans of The Next Generation and later iterations of the popular sci-fi series are familiar with the motto of the Borg, the humanoid-cyborg race bent on galactic dominance: “Resistance is futile.”

In some ways, the Borg have provided us with an accurate analogy for how the evolving financial advising marketplace resembles a riptide of technological innovation, driven by artificial intelligence (AI) technology, sweeping up RIAs, clients, prospects, and most other aspects of the industry in its path.

In her latest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin discusses how to get smart about artificial intelligence.