Licence to advise: Ensuring AI agents are designed for human clients

Advice firms are increasingly relying on artificial intelligence, but it is critical to understand the foundations of systems that are being integrated and built, this is as important as the capability itself. It's our belief that AI needs to be what we have defined as ‘advice-grade' - where it behaves consistently, can be interrogated, and sits within the suitability governance the regulator already expects. As agentic AI becomes embedded into Dynamic Planner, we have been considering what makes our AI capabilities advice-grade. Our answer rests on more than accuracy or speed. It res...