Gordon Young brings his broader ethical lens to the conversation with practice owner and principal adviser Alysia Laird who both agree the early stages of the evolution of the profession has begun, something that’s particularly evident in the sharing of ideas and building of community that’s advanced quickly in recent years and is a hallmark of a thriving profession.
Financial advice can avoid AI-driven ‘Kodak moment’
Financial advice is positioned to avoid a “Kodak moment” and being made obsolete by AI and technology, as human-led interactions will continue to be a driving force in its proposition, the Professional Planner Licensee Summit heard. But while AI might be part of the model of the future, a panel also discussed whether a key model from the past, vertical integration, will still have a place.
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