FPSB’s 2026 study finds rising AI adoption among financial planners, with efficiency and accessibility gains. Learn why human judgement remains essential for personalised financial advice.

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Many people are turning to artificial intelligence for personal finance advice. Writing a good AI prompt can mean the difference between receiving a reasonable or poor output, experts said. While AI ...

If you’re financially pressed, confused about money, or just want a little free help figuring out how to improve your cash flow, you may be tempted to use AI. But you should know how to protect ...

Altruist has launched a financial planning agent inside Hazel, its artificial intelligence platform for independent advisors, capable of producing comprehensive, advisor-ready financial plans in a ...

Altruist has opened a waitlist for early access to its artificial intelligence-powered financial planning feature within Hazel, its AI platform. The company declined to say how many advisors have ...

Altruist Hazel is an AI assistant designed for financial advisors, offering meeting prep, research, and tax planning tools. Hazel integrates with popular platforms like Microsoft Outlook, Google, and ...

Investors are turning to artificial intelligence (AI) tools for guidance on their finances and investments, though they remain skeptical of its output and continue to lean on human advice ahead of key ...

Spread the loveWe’re living through an incredible technological shift, aren’t we? Artificial intelligence, once a sci-fi ...