AI, Expertise, and the Two Futures of Financial Advice

With AI reshaping cognitive and technical work, planners are at a strategic crossroads that could redefine the role, skills, and value of human advisers
By
Chris Heye, Ph.D.

Journal of Financial Planning: March 2026

 

Chris Heye, Ph.D., is founder and CEO of Whealthcare Planning and Whealthcare Solutions.

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Journal: March 2026

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