The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.

Experts in how the program works share their ideas on how to modernize the safety net and make it sustainable.

In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.

By 2045, millennials and Gen X are projected to control 80% of all private wealth.