AI is transforming professions, including financial planning, at an unprecedented pace. Whether you love, fear or remain sceptical about AI, its use is accelerating in everything from content creation and book summaries to, controversially, legal arguments.
While many financial advisers fear being replaced in time by this ever-progressing technology, others use it to save time, boost efficiency, enhance personalisation and even flesh out their business strategy.
Citywire SA asked three certified financial planners (CFPs) to share their AI experiences.
