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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
December 4, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Saving time and money are music to an advisor's ears. And while free artificial intelligence tools may offer both, they also come with huge headaches.

Besides cost, they lack features that keep client data safe. Goes to show, that there's no free lunch.

Do you use paid or free AI tools? 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!

 
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