AI note-takers have become commonplace among advisors. But clients could be capturing the meeting as well, especially given the rise in wearable AI recording devices. Though regulation often lags behind innovation, I asked advisors and experts about what they're seeing on the ground, and about the legal and ethical requirements for both sides of the equation.

Have any of your clients recorded your meeting with one of these devices? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!