Tag: financial advisors
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retirement savers. Spoiler alert: I think it has great potential to help both advisors and individuals. The first iteration of AI tools has already improved retirement…
But Do Advisors Help their Clients See the Bright Side? I’ll admit, I’ve always been a skeptic of the financial advising industry. In fairness, it might be because for my entire 20s I was living on a graduate student stipend in the not-so-cheap city of Boston. And I spent much of my 30s recovering. Questions…
