Financial advice needs humans and AI tools working in tandem, say AI firm founders

17 March 2026

Firms that want faster delivery of quality advice need their advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine, and Caroline Duff, founders of ammonite AI. “Think of humans as the master with AI their helpful student; making for a powerful combination,” says Harradine. “There’s been much...