AI won't take your job, but the adviser who masters it might

It is completely natural to feel a sense of trepidation when you hear that artificial intelligence (AI) can now automate the vast majority of your workload.  If you are worried that ‘agentic AI' is a shorthand for ‘replacing the adviser,' let's clear the air: the goal isn't to replace the person in the chair, but to automate the routine, non-client-facing tasks that currently keep advisers away from their clients. By handing these tasks to AI agents, advisers aren't making themselves redundant; but reclaiming their time. However, advisers can't afford to be complacent when it comes...