Certified Financial Planner Board of Standards Inc.
11/04/2025 | Press release | Archived content
AI in Wealth Management: Here’s What 7 Financial Advisers Are Doing With the Technology Right Now
CFP Board Ambassadors Brenton Harrison, CFP®; Cristian Mundy, CFP®; Laura LaTourette, CFP®; Otto Rivera, CFP® and Don Grant, CFP® note that while artificial intelligence can help financial advisors handle administrative tasks, it cannot replace the human aspects of advising.
MarketWatchShelby Fishman November 4, 2025
Certified Financial Planner Board of Standards Inc. published this content on November 04, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 12, 2025 at 14:32 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]