The Daily Upside

AI Won’t Replace Advisors. But It Will Transform the Industry.

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

Plenty of industries are wringing their hands about the AI revolution, with workers worried they may be rendered obsolete by a cheap infinity of ones and zeros. Hollywood, to name one, shut down for five months partly because the writers’ and actors’ unions wanted protections from how the tech’s used in TV and filmmaking. Financial services are a different story, however: Some fear may be present, but in many cases, professionals are embracing AI and trying to be at its cutting edge.

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