Barry Ritholtz, Columnist

The Robots Will Handle Your Finances Now

Veteran wealth manager Ron Carson sees artificial intelligence, big data and machine learning having a big impact on the advice industry.

June 30, 2020 at 4:30 PM UTC

By Barry Ritholtz

Barry Ritholtz is a former Bloomberg Opinion columnist. He is chairman and chief investment officer of Ritholtz Wealth Management, and was previously chief market strategist at Maxim Group. He is the author of “Bailout Nation.”

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Sometime over the next few decades, financial advice will be dispensed by machines, working in tandem with advisers and their clients. So says Ron Carson, founder and CEO of Carson Group, which serves financial advisers and investors through its various businesses. He believes that artificial intelligence, big data and machine learning will have a major impact on the advice industry. Carson manages more than $12 billion for clients.