The Rise of the Personal AI CFO
Imagine a financial advisor that knows your spending habits, tax situation, and risk tolerance perfectly, and monitors the market 24/7. That's the reality of AI wealth management in 2026.
Hyper-Personalization
New platforms are moving beyond simple "robo-advising" allocations. AI agents now actively harvest tax losses, rebalance daily, and even negotiate bills on your behalf.
Performance Edge
Early data suggests that AI-managed retail portfolios are outperforming human-managed counterparts by an average of 250 basis points, primarily through fee reduction and emotional discipline.