As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI - but how. According to Anthony Villis, Managing Director of First Wealth, the real disruption lies not with firms adopting AI, but with those building it. “When OpenAI bought the financial-planning app Roi, it signalled where things are heading,” Villis says. “AI firms want to get closer to clients and reshape how advice is delivered.” He points to several specialist compan ...