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In the News
Can AI Replace Your Financial Advisor?
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.
WSJ Buy SideMolly Grace
June 18, 2026