Titlebook: AI Technology in Wealth Management; Leveraging Technolog Mahnoosh Mirghaemi,Karen Wendt Book 2024 The Editor(s) (if applicable) and The Aut

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AI Technology in Wealth Management978-3-031-72223-3Series ISSN 2193-1720 Series E-ISSN 2193-1739

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Grundlagen Microsoft Dynamics AX,le mitigating risks. It encompasses a wide range of services and strategies tailored to meet specific financial objectives, such as retirement planning, tax optimization, estate planning, and investment management.

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Grundkurs Microsoft Dynamics AXriven solutions, traditional wealth management practices still form the foundation of the industry. This chapter will delve into these traditional practices, including manual processes and their inherent limitations.

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https://doi.org/10.1007/978-3-8348-9167-9This chapter will explore the various ways AI is transforming the industry, focusing on data analytics and predictive modeling, automated investment platforms, and the personalization and customization of financial advice.

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