'AI wants the full picture' – how clients use AI to find advisers

There are three ways consumers are using AI to find financial advisers, Bray stated. The first is the "traditional route" which involves research on someone that they have already been recommended to. The second is to compare and contrast multiple advisers. Finally, they may use AI to submit a prompt about their situation, such as retirement, and ask AI to recommend them an adviser. Bray stressed that consumers use AI differently to search engines like Google. "AI is a conversation," he said. "People will tell AI a lot more about themselves and a lot more about their personal...