A story we’ve run this week has made me think again about people’s use of AI, particularly when it comes to asking financial questions.
There’s nothing that quite beats getting out of the office to meet real Financial Planning professionals and to test the pulse of the profession and I was grateful I managed to achieve that this week at the PFS Awards held in London.
AI can bring benefits to all Financial Planning firms but it should be treated with caution, like any other business tool, keynote speaker Heather Murray, founder and CEO of AI for Non-Techies, told the CISI Annual Conference today.
Do you know, amid all the doom and gloom these days, the Financial Planning profession seems to be in remarkably robust health, in contrast to some other parts of the economy.
Adviser-focused fintech Marloo has launched a new AI-powered client book search tool.
Half (48%) of financial advisers are now using or implementing AI tools in some way, according to a new report from Fidelity Adviser Solutions.
Expanding Financial Planner and wealth manager Fairstone has added a new AI tool in partnership with Saturn AI.
The FCA plans to launch a live AI testing service to help firms deploy safe and responsible AI and is seeking firm's views before launching the service.
