10.14.24

The Rise of AI in Retirement Planning

by: Lynn Cavanaugh

The fastest-growing financial advisors see industry and generational change as an opportunity and are embracing innovative tools and technology as a way to catalyze their growth and solidify their position in a market that is rapidly evolving, according to a Betterment survey. About 80% of advisors said they were currently using AI at their firms, and of those who are not, nearly two-thirds said they had plans to do so.

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