Abraham predicts a shift in portfolio management towards AI-guided strategies as younger investors rely less on human intervention. Public's AI assistant, Alpha, aims to handle investment queries, summarize earnings calls, and screen bonds, with plans to take further actions.
Public's focus is on 'Guided' portfolios and integrating the AI assistant into the investment flow. By offering fractional investing across various asset classes and launching innovative products, they aim to meet the evolving demands of investors.
Public is leveraging technology to launch new investment products and account types, with fractional bonds as an initial step. Their strategy is to continue introducing innovative offerings to enhance customer experience and accessibility.
#ai-integration #portfolio-management #innovative-investment-products #financial-services #technology-in-finance
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