In April, Citi introduced Citi Sky, an always-on, AI-powered extension of the Citi Wealth platform developed in partnership with Google Cloud and Google DeepMind. The launch signals a meaningful evolution in wealth management, accelerating the industry’s transition from transactional digital engagement toward an intelligence-driven, conversational advisory model designed to deepen client relationships and enhance advisor effectiveness.
Last summer, CEO of Ritholtz Wealth Management Josh Brown wrote a blog post titled How I Invest My Own Money that went viral in the industry.
