AI can assist at every planning stage, but advisers remain accountable
New FPSB guidance says professional scrutiny should extend beyond factual accuracy to omissions, bias, assumptions, and the alternatives considered by AI models.
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FPI hits 5 000 CFP® professionals, CEO calls for broader client base
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
