Turning to AI for Money Advice Has Risks, Top-Ranked Advisor Says: ‘It’s Ignoring the Personal and Emotional Part of It’

While generative artificial intelligence (AI) is becoming widely used for financial information among both advisors and their clients, it ignores the personal and emotional aspects of money decisions. CFP Board’s Harnessing AI in the Financial Planning Profession report frames this as a defining moment for planners, reinforcing that trusted human relationships remain the core of ethical financial advice.

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