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High-net-worth clients increasingly expect more than investment management from their advisor. They want coordinated guidance across the many moving parts of wealth—from tax and estate planning to business succession, risk management, philanthropy, and lifestyle needs. But for many advisors, building that level of support in-house can be costly, complex, and difficult to scale. In this...
The most common question we’ve been getting from clients these days is whether artificial intelligence (AI) is a bubble. It’s worth noting that “bubble” is a tricky word. We often apply it only after prices have already fallen. For instance, in 1996, the internet looked expensive. An investor who sold on that view missed four...
What is a “Bubble”—And How Does It Pertain to AI? In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell. The term itself...