Contribute to Editorial Research

AI is changing the financial planning landscape. Help us understand how.

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.

Or, copy and paste this link into your browser:

https://survey.researchresults.com/survey/selfserve/53b/s3780243?list=6&[email protected]

Amazon rewards are sent via email once all survey responses have been collected and have undergone a thorough quality check. Your contribution will remain confidential and only be used in aggregate for research purposes.

We sincerely appreciate your time and participation.

If you need help with the survey, reach out to us at [email protected].