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J.D. Power: Advised and DIY Investors Seem to Like AI Assistants

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Investors are responding well to AI-powered assistants when using digital wealth platforms, according to the J.D. Power 2025 U.S. Wealth Management Digital Experience Study released Thursday.  The average overall satisfaction among advised investors using an app or website with a virtual assistant was 767 points (on a 1,000-point scale)—about 72…

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