Navigating the Future: Balancing AI Advancements with the Human Touch in Financial Planning
December 29th, 2023
In the ever-evolving landscape of financial planning, the integration of artificial intelligence (AI) has brought about numerous benefits, promising efficiency, accuracy and tailored solutions. However, for some individuals who are considering retirement and tax planning, there remains a strong desire for the personal touch, customer service and the reassurance that only human interaction can provide. …
