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

7IM partners with Delaware UK as part of multimillion-pound transformation

7IM partners with Delaware UK as part of multimillion-pound transformation

To ‘accelerate innovation and enhance the adviser experience’

Jen Frost
clock 18 March 2026 • 2 min read
Andrew Goodwin: AI - to boldly go where no adviser has gone before…

Andrew Goodwin: AI - to boldly go where no adviser has gone before…

'It's up to us to determine whether AI works for us or against us'

Andrew Goodwin
clock 17 March 2026 • 4 min read
Fintel in JV to launch 'AI-led' financial advisory platform

Fintel in JV to launch 'AI-led' financial advisory platform

Partners with Intellect Design Arena

Jen Frost
clock 17 March 2026 • 3 min read