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Weekend Reading For Financial Planners (October 17–18)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week’s edition kicks off with the news that a survey by Vanguard of investors on its platform found that many of those who have engaged with Artificial Intelligence (AI) tools for money management or planning actually value their (human)…
Summary as published by Kitces.com
More on Vanguard
Vanguard hub →401k Specialist · Oct 21, 2:05 PM ET
Vanguard Launches New Target Retirement Growth TrustsRIABiz · Sep 29, 1:08 AM ET
Hightower Advisor CEO names two new presidents -- one to revamp the old rollup business, the other to develop the new single-system unit -- both with the objective of kindling buyer interest without a conglomerate discountRIABiz · Sep 22, 1:16 PM ET
Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analysts
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