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AI is everywhere in 2026 — but how is it actually showing up in your day-to-day work? Are you using it for: Client communication drafts? Meeting prep or recap notes? Portfolio analysis? Marketing content? Workflow automation? Research support? Compliance review assistance? 👇 We’d love to hear from you: How are you using AI…
Today's version of "What's Going On Out There?" is coming to you via a quick video. Let's discuss the implications of AI (Artificial Intelligence) in our world of financial planning. Watch and share your thoughts with us below. https://www.youtube.com/watch?v=0SCqwQGiBRs
The headline of the Wealth Management section of the Wall Street Journal dated October 30, 2023 is: Can AI Replace Your Financial Adviser? Not Yet. But Wait. The article goes on to evaluate how ChatGPT, a generative AI, compares today to what a financial adviser can do. Those of us who use planning software have been using…
Artificial Intelligence is quickly reshaping the world. It has already shaken up stock markets and is also poised to disrupt labor markets and potentially boost the economy in ways humanity has never witnessed before. How can financial advisors take advantage of this trend instead of being swept away by it? It just so…
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