Advisor Insights topic
Firm-approved ways to use AI while preserving professional judgment and review.
Personalized product outreach used to be expensive, and the expense was an accidental control. AI removes the cost but not the obligation. A generated reason a product fits a client is a hypothesis, not evidence of fit, and the firm now owns every tailored message it sends.
When a client asks what you think about AI, acknowledge what it does well, explain what it cannot know, and connect that limit to the judgment an advisor provides.
When a client brings an AI-generated financial conclusion into a meeting, begin with the information and assumptions behind it. The answer may be reasonable and still be incomplete.