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Kiplinger

Business

Chad Waddoups

AI Can Create a Retirement Planning Sweet Spot for Clients and Financial Professionals: Here's Where to Find It

Financial adviser talking to a couple about their options.

Three decades ago, buying a stock required a phone call to a broker, a sizeable fee and the confidence to act on limited information.

Today, a client can analyze their portfolio, stress-test retirement plans and execute trades before finishing their morning coffee. I've seen this transformation unfold remarkably quickly over the course of my career in this industry, and it is still accelerating.

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