AI on the rise: The promises and perils for RIAs – Citywire RIA

Late last fall, Mike Pedlow began to notice a spike in requests from advisors wanting to incorporate new technologies into their day-to-day work.
Kestra Financial, where Pedlow is chief compliance officer and executive vice president, requires advisors to get approval before adopting new technology or trying out new software.
Starting in December, right after ChatGPT was released publicly, Kestra advisors wanted to know if they could start testing out OpenAI’s artificial intelligence chatbot, sensing that the tool could be useful for their business.
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