Agentic AI could transform adviser operations but regulatory guardrails are key

The whitepaper, Agents and Reasoning in the World of Finance, suggested that this technology could redefine how advice firms process complex client data, manage compliance, and execute multi-stage tasks. Multiply said agentic AI is capable of ingesting and integrating disparate data sources – from structured databases to PDF reports – and responding with human-like reasoning. It can also plan, adapt, and execute actions dynamically, making it suitable for complex advice environments and client interactions. "This represents a fundamental shift for financial advice firms," the whitepap...