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July 21, 2025

Financial planners embrace AI, but human touch still reigns

  • Leaders in wealth management are deploying AI to achieve greater impact within their firms.
    • By LIAM GIBSON
    Wealth of Geeks

    Artificial Intelligence (AI) is fast becoming a CEO's closest confidante, according to the recent “AI Has a Seat in the C-Suite” survey.

    The survey, which polled 300 executives at U.S. companies with at least $1 billion in annual revenue, found that almost half of the executives would override a decision they'd already made based on AI insights.


     
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