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Will AI replace Personal Financial Advisor?

high risk

In Microsoft's top 40: AI gives standard portfolio advice for free; trust and complex estates remain.

Tasks at risk

• Standard investment advice
• Template financial plans
• Client market updates

What stays human

• Trust in downturns
• Complex tax and estate planning
• Fiduciary accountability

Check interactively and see transition routes →

Sources

• Microsoft Research — Working with AI (2025)

An estimate based on public research, not individual advice. The decision is always yours. Data is refreshed as new research is published. · Home