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.

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.