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.

Distinguished Financial Planner Marlene Outrim, founder of Uniq Family Wealth, urged Financial Planners today to adopt the globally-recognised six steps Financial Planning process as one way to produce "Financial Planning heaven" for their firms.