In the News
Can AI Replace Financial Advisors? Experts Warn Against Using AI for Much Besides Basic Financial Advice
AI won’t eliminate the need for business professionals to work with a human financial planner, says Michael Donnelly, CFP®, CFP Board’s interim Managing Director of Corporate Growth. While AI can enhance efficiency and free up time for relationship-building, it cannot replace the personalized, nuanced advice provided by a human advisor.
FortunePreston Fore
January 13, 2025