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In the News

Can AI Replace Your Financial Advisor?

By Molly Grace June 18, 2026 WSJ Buy Side

Many generative AI users turn to AI for financial advice, especially among millennials and Gen Z. COO Kathryn Berkenpas, CFP® notes the value of human judgment in financial advice remains indispensable, and CFP Board Ambassador Scott Ward, CFP® adds that financial advisors can coach clients on the emotional side of money. CFP Board's Generative AI Ethics Guide offers a framework for CFP® professionals to use AI ethically.

Read More at WSJ Buy Side

WSJ Buy Side
Molly Grace
June 18, 2026