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“How Machine Learning Is Helping Morgan Stanley Better Understand Client Needs” – Harvard Business Review

Aug 3, 2017

by Thomas H. Davenport and Randy Bean – Systems that provide automated investment advice from financial firms have been referred to as robo-advisers. While no one in the industry is particularly fond of the term, it has caught on nonetheless. However, the enhanced human advising process — augmented by machine learning — that was recently announced by Morgan Stanley goes well beyond the robo label, and may help to finally kill off the term.

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