
Using artificial intelligence to deliver personal financial advice in a highly regulated market such as Australia is a way off, but savvy advisers are already grilling their fund managers about the way they use agentic AI to pick their investments.
An AI agent is a type of artificial intelligence that has been instructed to perform a task – for instance, to summarise recommendations from analyst reports. Many financial advice firms are experimenting with AI agents to help with procedural work and thinking about how to navigate the issues it raises.
Read all about it in the Australian Financial Review...