If ChatGPT Were an Employee,
It’d Get Fired

CFP Board’s 2025 Chair-Elect Terri Kallsen, CFP® addresses the growing adoption of artificial intelligence (AI) in financial planning. She highlights CFP Board’s guidance on ethical AI use, stressing that advisors must maintain transparency, protect client data and keep humans in decision-making roles to uphold fiduciary duty and preserve client trust.

Read More at The Daily Upside