AI Won’t Replace Advisors. But This Will.

About this episode

Dr. Preston Cherry discusses the implications of AI on financial advice and the importance of human elements in the industry.

AI isn’t the dystopia. Misvaluing the human elements is. After an AI announcement from Altruist introducing advanced tax planning automation, wealth management stocks like Charles Schwab, Raymond James, and LPL Financial fell sharply. The narrative formed quickly: AI is replacing financial advisors. That interpretation misses something deeper. In this episode of Financial Harmony™, Dr. Preston Cherry interprets what the AI disruption narrative reveals about how we define financial advice — an...

People in this episode

Host: Dr. Preston Cherry

Topics covered

• AI in finance
• financial advisors
• wealth management
• tax planning
• human elements in finance

Keywords

• AI
• financial advisors
• wealth management
• tax planning
• human elements

Mentioned in this episode

Organizations: Altruist, Charles Schwab, Raymond James, LPL Financial

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