Using AI carries specific risks for financial advice firms, warns Merrill. - InvestmentNews

Advisor-specific AI meeting note tools have existed for about

the board authority to require education on specific topics when major rules change. In periods when taxto mandate CE on those issues. The topics would have to be met through CFP Board

creates client meeting agendas: The high-level meeting topics are set via templates created by the advisor

many, reducing taxes and leaving a specific bequest are also important goals. Review housing and care

how corporate earnings will stack up against analyst estimates. Those topics overlap directly with information that bankers, capital markets teams, and

losing control. Many systems allow customization, so you can choose specific investment options or asset classes while still benefiting from automated

whether related to health, family, or other sensitive topics,” Perkins said. Elsewhere, Mallory M. Van Leeuwen, managing director of

dates of birth, account balances, and specific investment holdings.  But the allegations go beyond data

HNW or UHNW space build deep expertise in topics like executive compensation, complex trust planning, and charitable

media, and appearing on major outlets. He even listed specific tactics like repositioning himself politically on television. The court

whether related to health, family, or other sensitive topics,” Perkins said. Elsewhere, Mallory M. Van Leeuwen, managing director of

2020 and early 2021, and later describing specific share counts, cost basis and market value. According