Our CEO & Founder, Lilah Raynor, recently wrote for Advisorpedia on findings from the latest Logica® Future of Money Study. Her article, “Getting Financial Advice in the Age of AI,” explores how artificial intelligence is becoming a bigger part of people’s financial lives in areas like budgeting and planning, and what that means for consumers and the professionals who guide them.

She shares in Advisorpedia that our study found AI gaining traction, but most people still want humans at the center of financial advice—especially for more complex decisions. More than half of Americans (52%) say they prefer talking with a human advisor, compared to just 10% who would rely on AI alone. Nearly half also want a human when considering their full financial picture, planning for retirement, or navigating uncertain times. These findings underscore that financial advice isn’t only about numbers and technology. It is built on trust, empathy, and support in navigating life’s biggest decisions.

At the same time, the study reveals that people are open to AI for certain tasks. In “Getting Financial Advice in the Age of AI,” LIlah writes about how many see value in using AI tools for budgeting, credit building, or other transactional activities where efficiency and speed matter most. This suggests that the real opportunity lies not in replacing human advisors, but in pairing their expertise with the accessibility and scale of AI tools.

You can read Lilah’s full article in Advisorpedia here:

https://www.advisorpedia.com/research/getting-financial-advice-in-the-age-of-ai/