抛售潮中的信号:人工智能时代财富管理的价值-’.docxVIP

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抛售潮中的信号:人工智能时代财富管理的价值-’.docx

April2026

FinancialServicesPractice

Thesignalinthesell-off:Wealthmanagement’s

valueintheAIera

AsAIautomatestechnicalplanningandothertasks,wealthmanagersmust

pivotfromproducingoutputstodeliveringoutcomesanchoredinhumantrustanddefensiblecontrolpoints.

ThisarticleisacollaborativeeffortbyJillZucker,JimmyZhao,JohnEuart,Ju-HonKwek,andVladGolyk,representingviewsfromMcKinsey’sFinancialServicesPractice,

TherecentunveilingofanAI-enabledtax-planningworkflowinAltruist’sHazeladvisor

workspaceplatformdidnotintroduceAItowealthman

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