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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
October 17, 2024
 
 
 
 
Rachel Witkowski 092524By Rachel Witkowski Tech reporter
 

The pressure is on for advisors to adopt AI to create workflow efficiencies, grow clients and stay competitive.  

But is AI adoption necessary to survive?

XY Planning Network co-founders Michael Kitces and Alan Moore argue that clients won't leave their advisors in droves for not adopting AI. 

"They make it sound like there's like an RIA killer, that if you don't adopt, your firm's going to get killed," Moore said during an exclusive interview at XYPN Live this week. 

Find their remarks here, and much more at Financial Planning.

And you can reach me at rachel.witkowski@arizent.com.

 
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