Everything You Need to Know When Hiring a Financial Advisor, in This Day of Artificial Intelligence (AI):
What exactly is Artificial Intelligence?
How is Artificial Intelligence (AI) being used in the financial industry?
How is AI going to affect a financial expert’s advice to clients?
Will it change the relationship between the financial advisor and the client?
If so, how?
Will AI make the work of the financial advisor more efficient?
If so, how?
How accurate is AI compared to information gathered from a financial expert?
Can Using AI affect the amount that is charged to the client?
How can the client be sure your information is accurate if you use AI?
How can AI affect the relationship between a financial advisor and his/her client?
What makes AI so powerful?
How soon will using AI happen?
Why is it happening so quickly?
What about robo-advisors?
Do they use AI? How someone determine if the answers are from AI?
Will AI ever take the place of financial advisors?
Please offer your thoughts and advice on this topic.
Please include your full name, title, company, where you are based, your educational background, and other pertinent information.
posted6/16/2025
deadline6/17/2025
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Recently published by AARP
experts on grandparents financially supporting grandchildren
I'm writing about the hidden costs of grandparenting. Looking for experts who can talk about how grandparents can efficiently support their grandkids without sacrificing their own financial security.
I'm writing an article for AARP and need, specifically, a moving expert to weigh in on the following:
How much should retirees set aside for unexpected moving costs, and why?
Finally, please provide:
1) your role/title, a link to your LinkedIn profile, company website, and company descriptor
2) a good email address AND phone number to follow up if needed (MUST be the source’s contact information)
IMPORTANT: We can’t accept/use AI-written responses, or responses you’ve already submitted elsewhere. Also, I’m not looking for surface-level information easily found online. These questions are meant more as a guide to get more nuanced, in-depth expertise from you :) Please share relevant common hypothetical scenarios or client experiences to back up answers.