LongView Planning Partners

Armed With AI, Investors Are Second-Guessing Financial Pros. Advisors Welcome It. Many advisors say they are happy for clients to educate themselves about financial matters, but the advice they get from AI chatbots is often wrong.

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

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AI is disrupting investment The technology is leading to a fundamental shift in the way investors allocate funds and diversify risks across every asset class.