• Posted by steve@wagnerfinancial.com
    Tuesday, July 10 2018 at 5:16 PM
    The only thing more ridiculous than Carson's statement is that FP would quote it. Ron never misses an opportunity to say the outlandish for attention sake - kind of reminds me of the financial planning version of good ole Donald T.!
  • Posted by J.R. Robinson
    Tuesday, July 10 2018 at 4:44 PM
    No offense to RC, but the assertion that AI will soon provide better guidance than FAs is positively preposterous. I just don't see AI sitting in a meeting with the client's CPA and/or attorney to coordinate tax planning strategies or to address estate planning implementation. I doubt if AI will review clients employee benefits handbooks, asset registrations, or beneficiary designations. There are scores of valuable services that FAs provide that AI simply cannot replicate. This is silly.