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Automated financial platforms and AI agents will lead to the decline of traditional financial advisers by offering faster, cheaper, and more personalized data-driven services.
“We actually think that those guys are all going to go away for the most part. We um if you think of what a financial adviser does, financial adviser ingests information about your life, synthesizes it, looks into the market as to what's happening both in financial markets and various products and th”
PBD Podcast · Oct 2025 · 1 episode · 418K views on this topicExtracted by a model; may misattribute who said what.