INSIGHTS

Thoughts on the future of financial planning

Industry insights, product updates, and expert perspectives on how AI is transforming financial services.

Your customers need guidance. AI got there first.

Consumers are turning to AI for general purpose advice. The question is whether that guidance is connected to you. Here is what acting now actually looks like.

Royi Markowitz

March 26, 2026

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min read

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Your customers need guidance. AI got there first.

Consumers are turning to AI for general purpose advice. The question is whether that guidance is connected to you. Here is what acting now actually looks like.

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Thoughts on the future of financial planning

Your customers need guidance. AI got there first.

Your customers need guidance. AI got there first.

Your customers have a new financial advisor. It is not you.

When a Fund Manager Says You'll "Disrupt the RIA Business" Here's What We Actually Believe

Generating answers is easy. Delivering compliant financial guidance at scale isn’t.

Why Quinn Exists: Turning Financial Anxiety Into Clear, Actionable Guidance

Quinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning

Want these insights directly in your inbox?

Want to see Quinn in action?