48 min

How Personalized Portfolios Powered By AI And Machine Learning Are Helping Financial Advisors Attract Millennial And Gen-Z Investors The Augmented Advisor

    • Business

Younger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada, Co-Founders of Vise, members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and Boomer counterparts.






In this episode of The Augmented Advisor Podcast, we hear how the team at Vise is leveraging artificial intelligence and machine learning to help advisors build hyper-personalized portfolios for their clients.

Younger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada, Co-Founders of Vise, members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and Boomer counterparts.






In this episode of The Augmented Advisor Podcast, we hear how the team at Vise is leveraging artificial intelligence and machine learning to help advisors build hyper-personalized portfolios for their clients.

48 min

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