Lessons from the US: AI adoption, specialisation and multi-generational advice
BT recently led a delegation of financial advisers, representing 12 leading Australian advisory firms, to the United States. The tour showcased the latest trends and insights from the US advice industry, placing an emphasis on emerging technology, practice management, and client engagement. This summary provides a flavour of the tour, focusing on key presentations, to support the broader Australian advice community to glean insights and ideas from their American counterparts.
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