财富顾问瞄准 AI 新贵富豪,以帮助慈善捐赠作为新卖点
Wealth advisers looking to attract freshly minted AI millionaires are trotting out a new pitch: We can help you give your money away. https://on.wsj.c...
AI 导读
财富管理顾问正瞄准 AI 领域新晋百万富翁,打出新的招揽口号:帮助他们把财富捐出去。这一策略试图以慈善捐赠规划服务吸引这批新兴高净值人群。