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Kiplinger
Kiplinger
Business
Shane Perry

Sorry, But AI Alone Doesn't Cut It for Financial Planning

A man and woman shake hands, only their hands showing.

Artificial intelligence (AI) is a powerful tool in financial planning, using data-driven analysis to make recommendations. But it often creates a false sense of security for individuals who are saving and investing for retirement.

While robo-advisers and AI-driven strategies can optimize investments, they cannot replace the tailored, long-term planning strategy by human retirement planners with real-world experience needed for long-term financial success and a well-funded retirement.

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