As AI tools and automation reshape financial planning and wealth management, we’re studying how advisors are adapting. We want to know what tech tools are transforming your work and how you see your role evolving. Your insights will guide editorial coverage on this topic and we hope you’ll take a few minutes to share your expertise. As a thank you for your time, you will receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen or Doctors Without Borders upon qualification and completion of the survey. |