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Monday, October 5, 2026The Morning Brief →Sign in
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Financial Advisor Magazine

In PWD coverage since August 19, 2026 · 4 stories
PWD coverage
The Close

Financial Advisor Magazine's chatbot test finds plans close to human advisors for mass-affluent clients

Steve Garmhausen fed hypothetical client profiles to ChatGPT, Claude and Gemini and judged the output close to what human advisors produce.
RIA · Oct 1TIAA survey: twice as many respondents favor exercise and diet as financial planning
practice · Aug 21AI is the capacity answer to the advisor shortage
The Close · Aug 19SEC's AI exam is a governance audit
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