Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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Clients’ growing use of AI serves up opportunities for advisers
AI is increasingly being used by individuals to inform financial decisions and improve their education on financial advice, according to new Financial Planning Standards Board research. This is in turn creating an opportunity for advisers to help clients contextualise and correct that information.
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