Y TREE's analysis of 550 portfolios found that 84 per cent of wealth managers underperformed in 2025. Wealth management underperformance cost investors up to a third of their expected returns — and most don't even know it's happening.
Consumer tests found ChatGPT scoring just 64% accuracy on financial questions. Accountants report clients losing real money. This Deep Dive examines what AI investment advice actually gets wrong — and what to do instead.
Robin Powell
Jan 2910 min read
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