Karen Wendt and Mahnoosh Mirghaemi are publishing a new Springer Brief about AI in wealth management and its impacts in democratizing wealth management in particular for women

In this transformative era of financial stewardship, the role of sustainable wealth management emerges as a beacon of innovation, leading the way. This introduction serves as the gateway to a philosophy where technology is harnessed not just as a tool, but as a transformative conduit for making wealth management accessible and equitable. The approach stands as a testament to this evolution, merging state-of-the-art artificial intelligence with enduring principles of sustainability to craft investment portfolios that resonate with the dynamic needs of clients. Here, investment transcends the traditional pursuit of wealth, evolving into a reflective journey that harmonizes personal development with global sustainability goals and societal progression. If you want a copy of our Springer Brief, please write to us “I am in”.