Artificial intelligence (AI) is often portrayed as a threat to financial advisors, but this article offers a more practical perspective. In a Q&A with Rob Pettman, president of TIFIN, the discussion centers on how AI will reshape—not replace—the delivery of financial advice. Pettman argues that the real competitive divide will emerge between firms that merely experiment with AI and those that fully integrate it into workflows, governance, and operating models. By embedding AI at the core of their practices, firms can deliver advice that is both scalable and highly personalized.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
