05.08.25

How Is AI Rewiring Financial Planning?

by: Leo Almazora

More than three-quarters of financial planners around the world believe AI will improve their ability to serve clients, according to a global study by the Financial Planning Standards Board. The research found that two-thirds of advisory firms are already using AI or plan to adopt it within the next 12 months. Adoption is especially strong among smaller firms and the largest institutions, the report found.

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