This #WeekendReading kicks off with the news that the latest T3 / Inside Information Software Survey shows an uptick in advisor use of Artificial Intelligence (AI) tools, with approximately 52% of survey respondents using AI search and generative language functionality (up from 42% in the previous year’s survey) and 43% of respondents reporting use of AI notetaking tools.
Read the article: “Financial Planning Nerd” and Adam Van Deusen’s full summary on Kitces.com
