Many financial planners have been slow to embrace AI
Many financial planners have been slow to embrace AI as a viable tool to help clients grow wealth in the stock market.
The general public is being wooed to use AI by offerings from Betterment, Personal Capital, and others.
POM Wealth Management embraces AI
AI can help keep costs down and if managed by humans, AI can be a useful part of a portfolio.
We have an element of AI in most of our portfolios. The amount of AI we use ranges from a low of 5% to a high of 50%.