April 22, 2025

The era of AI: Digitalization of portfolios

The era of AI: Digitalization of portfolios
The era of AI: Digitalization of portfolios
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The era of AI: Digitalization of portfolios

In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and what impact will that have on the role of the financial advisor?