I love my job. As part of Vanguard's Financial Advisor Services team, I meet with financial advisers across the country to discuss their fast-growing technology stacks and determine how they can use AI to deliver better investment outcomes to their clients in a responsible way.
Our advice is to always focus on improving outcomes for investors, and that may mean using AI to help free up time that can be dedicated to supporting clients. Vanguard research shows the real benefit for clients lies in behavioral coaching.
