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Can AI Replace Financial Advisors? Experts Warn Against Using AI for Much Besides Basic Financial Advice

By Preston Fore January 13, 2025 Fortune

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.

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Fortune
Preston Fore
January 13, 2025