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Kiplinger
Kiplinger
Business
Salvatore M. Capizzi, CEPA, CBDA

YOU WONT BELIEVE: In our world of ai this is how advisers can help the confidently wrong client - What They Never Told You

Financial advisor showing data on tablet to couple in coworking space.

When I speak with financial advisers about artificial intelligence, I often hear the same concern. Many are worried that AI will eventually replace them.

I understand the fear, as it seems that every major new artificial intelligence technology comes with predictions that this time the profession is finished. The headlines are certainly not helping, as every week there seems to be another article explaining how AI can build portfolios, answer financial questions, analyze investments or generate financial plans in seconds.

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