The end of human-based financial advice? Not so fast

Wealthtech Weekly

October 23, 2025

By Rob Burgess Reporter

"There's an opportunity here to replace human advisors with AI." That's how Range CEO Fahad Hassan is positioning his tech business — but actual advisors aren't convinced. Many in wealth management see AI as a tool to enhance, not replace, the human touch.

Conversations about how advisors can tap the rapidly advancing technology in ways that allow them to deliver best-in-class guidance to clients will take center stage next week.

I'm looking forward to ADVISE AI at the Wynn Las Vegas. At 11:40 a.m. PST Wednesday, Oct. 29, I'll be moderating, "AI at Every Touchpoint: Transforming the Client Meeting Lifecycle," featuring Michael Brady of Generosity Wealth Management, Stephen Chien of LPL Financial and Larry Sprung of Mitlin Financial. I've also spoken to several fellow speakers about what they'll be presenting.

Will you be there? Let me know — robert.burgess@arizent.com.

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

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

Connect with Rob:

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