The recent Empowering Advice Through Technology (EATT) conference had a keen focus on the impact of AI technology on the financial advice/planning profession, in particular on the paraplanning role, now and in the future.
Ian McKenna and EATT have kindly allowed Professional Paraplanner access to the day’s recorded footage, relating to paraplanning, for our readers.
The video of the event has been edited to include excerpts of presentations and discussions around how far AI is being used in financial advice firms, how AI is affecting the paraplanning role now, and how it might do so as use of AI within firms escalates.
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Main image: daniel-josef-AMssSjUaTY4-unsplash
