Relative Return: Where AI fits in financial advice
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Relative Return: Where AI fits in financial advice
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In this episode of Relative Return, host Laura Dew and Signal Advisory managing director Anthony Caneva discuss how financial advice firms are using technology and AI to tackle some of the profession's biggest operational challenges, from client onboarding and advice implementation to document generation and workflow management.
Anthony outlines the governance considerations that come with AI adoption, including data management, privacy and regulatory expectations while sharing his views on how advisers should assess new technology, why transparency is essential when AI interacts with clients, and the risks of using AI for tasks better suited to traditional automation.
Tune in to hear:
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How advisers should be utilising AI in their businesses.
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The importance of maintaining human touch in advice.
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Where technology is delivering the greatest efficiency benefits.