PFS paraplanner of the year Scott Daniels says that while AI is undeniably powerful, it works best in collaboration with human paraplanners...
I heard about an event recently where an artificial intelligence (AI) tool was being presented. The headline on the slide was "the end of paraplanning." Mind you, this was in a room filled with paraplanners, so it didn't go down all too well! As a career paraplanner and owner of a paraplanning business, this piqued my interest. With the rise of AI in financial services, there's a growing question about the future role of paraplanners. Many are quick to declare that AI will replace paraplanners altogether, but is that really the case? As financial advisers adapt to mounting deman...
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