Certified Financial Planner Board of Standards Inc.
01/27/2026 | Press release | Archived content
AI Competency May Be the Next Fiduciary Requirement
According to CFP Board's Trust, but Verify research, more than half of investors report feeling comfortable implementing financial planning advice from a generative AI-powered tool without verifying it with another source. CFP Board published its Generative AI Ethics Guide to help financial advisors use AI ethically and maintain professional integrity as AI reshapes fiduciary responsibility.
The Daily UpsideGreg Cornick January 27, 2026
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