Certified Financial Planner Board of Standards Inc.
12/08/2025 | Press release | Archived content
Advisor Tech Talk (Week of 12/9/25)
CFP Board's Harnessing AI in Financial Planning report, informed by the AI Working Group, models four artificial intelligence (AI) scenarios in wealth management: as a financial planning co-pilot, fully integrated into daily life, failing to deliver or facing a trust crisis, or primarily benefiting lower-market clients. The report finds a generally positive outlook for the profession, with only one scenario posing a significant risk to wealth management's future.
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Digital Wealth NewsChristopher Robbins December 8, 2025
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