• Why AI Can’t Replace Human Financial Advisors

  • 2024/12/12
  • 再生時間： 33 分
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Why AI Can’t Replace Human Financial Advisors

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  • サマリー

  • In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.

    Listen now for:

    • How financial advice has evolved over the last 25 years.
    • What advisors can outsource to free up time for client engagement?
    • What advisor activities truly add value for investors.

    You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

    Additional resources:

    • Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/financial-advisor-value-proposition
    • Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
    • Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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あらすじ・解説

In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.

Listen now for:

  • How financial advice has evolved over the last 25 years.
  • What advisors can outsource to free up time for client engagement?
  • What advisor activities truly add value for investors.

You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

Additional resources:

  • Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/financial-advisor-value-proposition
  • Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
  • Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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