As AI changes how advisors prepare research, communicate with clients and manage portfolios, the challenge is using technology without losing the context that makes advice personal. Henry Zelikovsky, founder and CEO of Softlab360, discusses why client history, CRM data and human judgment will remain critical, where firms can stumble by relying too heavily on generic AI outputs, and how more connected technology could help advisors turn financial plans, investment strategies and portfolio data into more relevant advice over time.
