Weekend Reading for Financial Planners (May 31–June 1)

Many advisory firms are taking a cautious but curious approach to AI adoption while awaiting formal SEC regulatory guidance, though they can reference resources like CFP Board's Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards. Industry observers suggest this careful approach could prove productive if it demonstrates to the SEC that advisors can leverage AI technology without violating their fiduciary responsibilities to clients.

Read more at Nerd's Eye View