AI Set to Play More of a Role in Investment Selection

By Emile Hallez July 29, 2025 The Daily Upside

Recent surveys show that over half of advisors see generative artificial intelligence as having a place in investment decision-making. CFP Board's Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards was cited as a resource, with Sara Cortes, Assistant General Counsel, emphasizing that while AI offers potential for investment research, advisors must understand its limitations and remain "ultimately responsible for investment selection in the client's best interest.”