Vermögensverwalter, die mehr als 500.000 US-Dollar verdienen können, werden mit einer Chatbot-Abrechnung konfrontiert.
https://www.bloomberg.com/news/features/2026-06-05/ai-is-upending-traditional-financial-advisor-jobs
Vermögensverwalter, die mehr als 500.000 US-Dollar verdienen können, werden mit einer Chatbot-Abrechnung konfrontiert.
https://www.bloomberg.com/news/features/2026-06-05/ai-is-upending-traditional-financial-advisor-jobs
13 Kommentare
*Suzanne Woolley and Vildana Hajric for Bloomberg News*
Down the Wealth Walkway on South Beach, toward the Breakthru Pavilion, and along Fintech Alley lies the AI Playground.
It’s mid-March, and thousands of wealth-management pros have descended on Miami Beach to see what artificial intelligence has in store for them. Sandy-toed and clad in beachy business casual, they’ve arrived at this 23,000-square-foot beachfront pop-up erected for a conference aptly — or optimistically — named Future Proof.
Just about everyone everywhere is wondering where AI will take us. But few places capture the amalgam of dread, hope and hype in white-collar America today quite like this four-day journey into tomorrow.
Old-school wealth managers look more vulnerable to AI disruption than perhaps any other professionals in financial services. For the more than 326,000 personal financial advisers in the US and many thousands more abroad, the headlines are grim.
[Read the Big Take here.](https://www.bloomberg.com/news/features/2026-06-05/ai-is-upending-traditional-financial-advisor-jobs?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4MDY3Mzk1NiwiZXhwIjoxNzgxMjc4NzU2LCJhcnRpY2xlSWQiOiJURzVMVFdOM04wTDkwMCIsImJjb25uZWN0SWQiOiJEMzU0MUJFQjhBQUY0QkUwQkFBOUQzNkI3QjlCRjI4OCJ9.Nf5MpOhBeaf6oi4rjZGoD7uM88m4zFKyzB8yqbRjfCg)
As if anyone would be willing to be liable for bad advice of AI. And without that liability there was no reason to use them for a while.
Which insurance would be insane enough to cover bad AI advice?
At least 50% of my coworkers in finance companies were totally unecessary for different reasons.
Without the paywall: [https://archive.ph/PVzDw](https://archive.ph/PVzDw)
AI won’t replace financial advisors anytime soon. However, advisors who use AI will replace those who don’t.
The broad assumption here is that Wealth Manager’s customers would be willing to replace them with a bot.
The kind of people who have that much wealth to manage won’t do that.
Basically any Excel-heavy jobs won’t exist in a few years due to AI agents.
AI will not replace humans anytime soon.
People using AI are already replacing other people.
The real question is, how much cheaper services become due to lower costs due to higher efficiency, how much will that increase the demand for those services, and how many professionals using AI will be needed to meet that demand.
Couldn’t happen to a more deserving group of people.
Lol. Wealth Managers are just fine for the time being.
Actual wealth not mass affluent advisors.
Haven’t index funds been doing this for a few decades now?
Yeah, the bot would replace the client facing part. Which would decreases fees
I’ve been using Gemini, Claude, and ChatGPT to build a retirement plan using my account balances, holdings, and tax returns (these are all pay tier). It has been important to have each model check the other’s plans as they have each made mistakes. The mistakes are disappearing as the models now generally agree with each other. It has been „work“ but it has also allowed me to learn a lot of things by asking a lot of specific scenario questions. I have spent dozens of hours doing this. This knowledge helps me prepare for meetings with human financial advisors.
Plus, I can do all of this on my own schedule and pace which is typically early weekend mornings and afternoons. My previous financial advisor meetings were an hour long once a year.