Is artificial intelligence the future of financial planning?

Aificial intelligence (AI) has garnered much the same reaction in the financial-services industry that robo-advisors generated several years ago.

“Oh my gosh, it’s going to disrupt the industry!’” says Doug Fritz, CEO and founder of F2 Strategy, a technology and consulting firm based in Santa Cruz, California. However, while robo-advisors have changed the industry to a certain extent, they have not materially impacted how clients work with their financial advisors.

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Liz Fritz