I remember a time when I told a friend about a cool find on Amazon that I'd just purchased. When he asked how I found it, I told him that our overlords brought it to my attention.
He chided me about giving away too much info, but I've given up on that. I love when Google knows what I'm asking. It's so much better than Jeeves. (Did that ever really work?)
As you know, that's all AI, which has taken huge leaps in the last year. I welcome it, and I think you should, too.
As financial advisors, your bread and butter is meeting with clients and personalizing service. Take onboarding, emails and drafting reports out of your day, and you're spending that time building those all-important connections.
This week, our chief correspondent, Tobias Salinger, looked at how wealth managers can learn to play nice with the robots. While some industries have ample reason to worry about AI, wealth management has a lot to gain.
And if nothing else, it'll make shopping a lot easier. |  | Brian Wallheimer
Editor-in-Chief, Financial Planning
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| By Tobias Salinger 6 min read | Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors. Read story → |
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| | | By Justin L. Mack 12 min read | The generative AI is internet famous. But is it really ready to reshape wealth management? Read story → |
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| | | By Cat Auer | The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know. Read story → |
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| | | By Staff report 3 min read | The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence. Read story → |
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| | | By Nathan Place 4 min read | Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch. Read story → |
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