The ‘Mass Affluent’ Are Losing Their Allure for Wealth Managers Navigating AI (opens original article in a new tab)

Wealth managers are reconsidering the value of clients with $1 million in liquid assets as they adopt AI.

• Wealth managers may stop prioritizing clients with $1 million in liquid assets due to AI
• AI is making some clients less appealing to wealth managers
• Wealth managers are seeking to stay relevant with AI adoption