AARP

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Journalist Name:AARP
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Link Policy:discretionary

Everything You Need to Know When Hiring a Financial Advisor, in This Day of Artificial Intelligence (AI): What exactly is Artificial Intelligence? How is Artificial Intelligence (AI) being used in the financial industry? How is AI going to affect a financial expert’s advice to clients? Will it change the relationship between the financial advisor and the client? If so, how? Will AI make the work of the financial advisor more efficient? If so, how? How accurate is AI compared to information gathered from a financial expert? Can Using AI affect the amount that is charged to the client? How can the client be sure your information is accurate if you use AI? How can AI affect the relationship between a financial advisor and his/her client? What makes AI so powerful? How soon will using AI happen? Why is it happening so quickly? What about robo-advisors? Do they use AI? How someone determine if the answers are from AI? Will AI ever take the place of financial advisors? Please offer your thoughts and advice on this topic. Please include your full name, title, company, where you are based, your educational background, and other pertinent information.

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posted6/16/2025
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deadline6/17/2025
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