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Advisors to the ultra rich say AI isn't a gamechanger for landing new clients
Market Intelligence Analysis
AI-Powered
Why This Matters
Financial advisors to the ultra-rich believe referrals remain the primary method for gaining new clients, contradicting the notion that AI can significantly impact client acquisition.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.
Original article published by
CNBC
on January 23, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.