Citywire This Week in Wealth

Wealth management’s DeepSeek moment?

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Wealth stocks sold off sharply this week, triggered by a new AI-powered tax planning tool from custodian Altruist. But what does the tool do? And what does the selloff portend – the end of wealth management as we know it, or that listed legacy players will be disintermediated by new tech? This Week in Wealth separates the signal from the noise.
13 Feb English United States Investing

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