Moving Toward AI, Both Ethically and Responsibly

As financial services firms navigate the ethical use of expanding AI technology, CFP Board published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards to help professionals responsibly incorporate AI into their workflow. The guide provides a starting point for plan advisers seeking AI best practices and details how financial planners can ethically use generative AI tools.

Read more at PlanAdviser