As artificial intelligence (AI) gains traction in the financial advisory sphere, a crucial dilemma emerges: can AI truly replace human financial advisors, particularly in light of the fiduciary responsibilities they bear? These thoughts were shared by Ben Henry-Moreland, senior financial planning “nerd” at Kitces.com. U.S. Securities and Exchange Commission regulations stipulate that advisors must comprehend the technology they employ to ensure it aligns with clients’ best interests. The black-box nature of many tools poses a significant challenge. While some tools merely reiterate predetermin…

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