AI and Finance: Risks and Rewards for Advisors and Clients

United Planners' Aaron Spradlin and Mustapha Baassiri, co-founder of Hamachi.ai, discuss the effects AI is having on the financial services industry and the risks and rewards for advisors and their clients. Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage…