What’s the Future of AI in Financial Advice?

The flux capacitor is operational. We just need enough runway to hit 88 miles per hour. The year 2030 isn’t far off — although it’s 15 years past where Doc Brown and Marty McFly travelled in “Back to the Future Part II” — but a lot can change by then. The CFP Board revved up its DeLoreans in a recent report and outlined a handful of possible scenarios for AI’s transformation of financial advice over the next four years. Whether trust in AI grows or fades, the human elements of financial planning will beco ...