Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)

Michael Kitces is one of the industry's leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice.

 

Listen now and learn:

• The evolution of financial advice from the 1960s to present

• Ways consumers benefit from financial advisors moving up the value chain 

• How AI might impact the financial advice profession 

 

To see the original show notes, YouTube interview, and resources visit this page: EP 102: AI and the Evolution of Financial Advice with Michael Kitces [LIVE]

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

TIMESTAMPS: 

(3:33) The Evolution of Financial Advice 

(12:33) The Lack of Barriers to Entry for Giving Financial Advice 

(18:33) The Impact of AI on the Financial Advice Profession