2024 vision: The future of financial planning with data and AI

Further AI evolution in advice inevitable in 2024

clock • 4 min read

Traditional methods of financial advice are undergoing profound change, fuelled by data-driven insights and AI-powered analytics, writes James Tucker...

Traditional methods of financial advice are undergoing profound change, driven by data-driven insights and artificial intelligence (AI)-powered analytics. As the industry adapts, upskilling is no longer a choice but a necessity for financial advisers. The integration of data and AI, while presenting challenges, opens up a realm of opportunities for forward-thinking advisers. Those who embrace this shift stand to gain a significant competitive edge that will benefit their clients. The landscape of financial advising will inevitably evolve further in 2024 with the continued integration ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'It sits all over the place': The tech platform tackling the advice data issue

'It sits all over the place': The tech platform tackling the advice data issue

Afternoon was the winner of The Lang Cat’s AdviceTech Catwalk

Sophia Panayi
clock 03 July 2026 • 3 min read
The three AI trends moving client value from portfolio to relationship in wealth management

The three AI trends moving client value from portfolio to relationship in wealth management

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

Anthony Villis
clock 03 July 2026 • 5 min read
Advice professionals using AI up 46% since 2025

Advice professionals using AI up 46% since 2025

According to Dynamic Planner’s Advice 26

Sophia Panayi
clock 01 July 2026 • 2 min read