NYSE:RJFCapital Markets
Should AI-Driven Tax Tools Reshape Investors’ View of Raymond James Financial’s (RJF) Advisor-Centric Model?
Recently, Raymond James Financial was swept up in a sector-wide pullback after fintech firm Altruist launched an AI-powered planning tool that automates tax strategy design and document creation for financial advisers.
The reaction highlights how quickly investor sentiment can shift when new technology raises questions about the durability of human-centered wealth-management models and fee structures.
We’ll now explore how these AI disruption concerns intersect with Raymond James Financial’s...