Moneyinfo managing director Tessa Lee and King Financial Planning financial planner James King join the team in the studio to talk about how technology is reshaping financial advice, what is helping advisers day-to-day, what still feels missing, and where AI genuinely fits into the advice process.
This episode of Professional Adviser TV explores if advisers asking for innovation, or for things to just work better when it comes to technology offerings. King then unpacks from a planner's point of view, how advisers feel about technology right now, what is working well, and what still feels like a pain. The theme of AI in financial planning is also discussed, as Lee and King shared their thoughts on what is realistic right now and what could be considered overhyped, as well as how advisers feel about AI overall. The team will be back in two weeks' time with the next edition of ...
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