AI: Why financial advice is on the brink of a rapid revolution

Three practical steps advisers and planners can take now

clock • 5 min read

If you are in the financial advice profession, now is the moment to stop treating AI as a feature and start recognising it as the fuel powering a whole business model, writes Rohit Vaish

Throughout history, every significant leap in productivity has come from effectively harnessing the power to do better things at scale. Coal and steam powered the first industrial revolution. Later, electricity reshaped every corner of business and life, not overnight but over decades. Now, as we stand at the dawn of another era-defining transformation, many in the financial services industry, including those in the advice profession, are misinterpreting artificial intelligence (AI) as a fancy new tool in the kit. In reality, AI is something far more profound. It's not a tool, it i...

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