Today’s Talk Your Book is brought to you by Helios:
See here to learn more about Helios’ AI developments and their new trading capabilities.
On today’s show, we discuss:
How 2023 went for financial advisors
Struggles with being a diversified investor during concentrated performance periods
The growth of advisor tech in 2024
Helios’ utilization of AI
How difficult it is to explain quant models to advisors…
The post Talk Your Book: Building Portfolios with AI appeared first on The Irrelevant Investor.