NOT FOR REPRINT
AI frees up time for financial advisors to focus on human connection
News July 10, 2026 at 10:57 AM
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What You Need To Know
- Ninety-seven percent of advisors in a survey said client conversations have expanded well beyond traditional investing topics.
- The advisor’s role is becoming more focused on pressure-testing ideas and adding essential context.
- Today’s financial decisions are more deeply intertwined with life’s major milestones.