Fee-Based Investment Advisory With AI

In European wealth management, a strategic shift is underway: advisory services are moving from being "free"—funded by retrocessions—to being directly paid by clients. Driven by regulatory pressure for transparency and alignment of interests, banks and networks are transitioning toward sustainable, fee-based advisory models. The key challenge lies in differentiating these paid services from what clients previously received at no cost. To succeed, firms must deliver higher-quality, more timely, and personalized advice. MDOTM’s AI platform, Sphere, supports this transition by enhancing advisory services through automation and personalization via its modules, Portfolio Studio and Storyfolio.

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