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AI and the Evolution of Financial Advice with Michael Kitces [LIVE] (EP.102)
Episode 102

AI and the Evolution of Financial Advice with Michael Kitces [LIVE] (EP.102)

The Long Term Investor · Peter Lazaroff

May 31, 202333m 1s

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Show Notes

Michael Kitces is one of the industry's leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. Listen now and learn:

  • The evolution of financial advice from the 1960s to present
  • Ways consumers benefit from financial advisors moving up the value chain
  • How AI might impact the financial advice profession

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.