AI: What it Means to Advisors Now - SEI's Practically Speaking

When you are trying to work out what will be the impact of a new technology, the conventional wisdom is that less will be in place than you think three years from now, and more will be in place in ten. I suspect that this is true about the way that AI will affect advisors. This is the last of an arc of posts that Russ Kliman, SEI's Head of Strategic Programs and Innovation and I have put together on AI. What is real about AI for advisors, and when we might see this technology impacting our practices and clients? We will also look at specific firms to see their differing approaches.