Why AI Can’t Replace Human Financial Advisors
Update: 2024-12-12
Description
In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.
Listen now for:
- How financial advice has evolved over the last 25 years.
- What advisors can outsource to free up time for client engagement?
- What advisor activities truly add value for investors.
You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.
Additional resources:
- Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/financial-advisor-value-proposition
- Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
- Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter
Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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