What’s the Future of AI in Financial Advice?

CFP Board’s Harnessing AI in the Financial Planning Profession report outlines four possible scenarios for artificial intelligence (AI) in financial advice by 2030, from full integration into daily life to potential failures causing major industry disruption. CFP Board Chair Liz Miller, CFP®, CFA® notes that effectively using AI requires new skills for financial advisors while human oversight remains essential for the evolution of financial advice.

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