Advisor Tech Talk (Week of 12/9/25)

CFP Board’s Harnessing AI in Financial Planning report, informed by the AI Working Group, models four artificial intelligence (AI) scenarios in wealth management: as a financial planning co-pilot, fully integrated into daily life, failing to deliver or facing a trust crisis, or primarily benefiting lower-market clients. The report finds a generally positive outlook for the profession, with only one scenario posing a significant risk to wealth management’s future.

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