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Does This AI Start-Up Hold Keys to the Future of Wealth Management?

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https://www.barrons.com/advisor/articles/farther-finance-ai-start-up-wealth-management-51649359525

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DOES THIS AI START-UP HOLD KEYS TO THE FUTURE OF WEALTH MANAGEMENT?

By
Tiernan Ray
April 7, 2022 3:57 pm ET
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Any advisor who sits down with their client faces the challenge of how to define
goals. Is the goal maximizing income in retirement? Maybe. But there could also
be two or more conflicting aims, such as providing adequate current income while
leaving a significant inheritance. 

Sometimes, the goals are just plain vague. Clients may say they want “to live
the most enjoyable life possible in retirement.”

To...


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