{"id":75,"date":"2026-05-18T15:40:52","date_gmt":"2026-05-18T15:40:52","guid":{"rendered":"https:\/\/gailbourque.com\/blog\/?p=75"},"modified":"2026-05-29T13:44:31","modified_gmt":"2026-05-29T13:44:31","slug":"financial-advisor-vs-the-latest-ai-tools-why-trusted-still-wins-for-many-investors","status":"publish","type":"post","link":"https:\/\/gailbourque.com\/blog\/2026\/05\/18\/financial-advisor-vs-the-latest-ai-tools-why-trusted-still-wins-for-many-investors\/","title":{"rendered":"“Trusted Financial Advisor” Versus “Latest AI Tools”: Why “Trusted” Is Not Always About “Human vs. Machine”"},"content":{"rendered":"\n

 When considering the “trusted financial advisor” option, one is usually pitted against “latest AI tools.” However, what really differentiates these options for most of us is whether we want continuous human involvement, accountability, and guidance or whether we prefer our investments managed automatically without having anyone to hold accountable.<\/p>\n\n\n\n

The value of being recommended by a trusted friend<\/strong><\/p>\n\n\n\n

 When a friend recommends a financial advisor, it’s a good sign that the advisor has done a great job for their family. This means the advisor has probably been good at keeping in touch and coming up with a solid plan that works even when the market gets tough.<\/p>\n\n\n\n

A good financial advisor can create a plan that’s just right for you, taking into account when you want to retire, how taxes will affect your investments, and how much risk you’re willing to take. This personalized approach is really important because investing is not just about making money, it’s also about understanding how you make financial decisions and helping you stick to your goals. By considering your individual priorities and preferences, a financial advisor can help you develop a strategy that works for you and gives you the best chance of achieving your long-term financial objectives.<\/p>\n\n\n\n

When it comes to finding a financial advisor, it’s crucial to know how they share their approach and if they’re registered, even if they work online. The Financial Industry Regulatory Authority, or FINRA, suggests starting your search by asking friends and colleagues for recommendations and then asking potential advisors some key questions. You can find more information on this on the FINRA website.<\/p>\n\n\n\n

Advantages of using a trusted financial advisor<\/strong><\/p>\n\n\n\n

Lets start with the importance of getting personalized advice and detailed planning. A human advisor will be able to design a plan based on all aspects of your financial state, not just your answers to questions. You should also consider that your advisor can offer behavioral coaching in case of market declines.<\/p>\n\n\n\n

Market declines can lead to rash decisions due to the investor’s fear and confusion. Behavioral finance research provides empirical evidence for investors’ emotional and irrational behavior during challenging times. ( Kato, 2021; MDPI, 2024). ( papers.ssrn.com)<\/p>\n\n\n\n

Coordination with other financial professionals<\/strong><\/p>\n\n\n\n

You might need to get advice from other experts, like tax specialists or estate planners, to help you reach your goals. Or, your employer might have some special benefits that can help. An advisor can guide you through all this and make sure you’re getting the best help possible. They can connect you with the right people and make the process easier for you.<\/p>\n\n\n\n

 Accountability and continuity of advice<\/strong><\/p>\n\n\n\n

 It’s not just a matter of responding to what’s happening in the news, you’ll have someone who can help you make informed decisions about your investments and break down the pros and cons.<\/p>\n\n\n\n

Disadvantages of using a trusted advisor<\/strong><\/p>\n\n\n\n

    \n
  1. One of the downsides of getting advisory services is that they can be expensive, and sometimes this cost isn’t really needed for simpler situations.<\/li>\n\n\n\n
  2. Quality may be inconsistent. While “recommended by a friend” is a good sign, it does not guarantee the highest quality of the service; always check credentials and compensation structure.<\/li>\n\n\n\n
  3. \u00a0Possible conflicts of interest – According to FINRA, there may be conflicts of interests that arise due to particular fee structures or the advisor’s incentives. ( FINRA, n.d.-b). ( finra.org)<\/li>\n<\/ol>\n\n\n\n

    When AI tools come to the rescue<\/strong><\/p>\n\n\n\n

    AI tools are really useful when it comes to creating and managing investment portfolios automatically. They make it easy to balance your investments and keep track of everything. The SEC, which is like a watchdog for investments, says that robo-advisors are a type of online platform that helps investors by collecting information and creating portfolios based on that. This is according to some reports from 2017, which you can find on the SEC’s website, investor.gov. These robo-advisors are pretty handy, and they’re becoming more popular because they’re convenient and can help people make smart investment decisions.<\/p>\n\n\n\n

    Advantages of AI investment tools<\/strong><\/p>\n\n\n\n

      \n
    1. Automation and convenience It’s really easy to keep an eye on and adjust your investments, so you can make sure they’re doing what you want them to.<\/li>\n\n\n\n
    2. Lower barriers to entry. The simplicity of getting started with AI tools is making it more appealing to investors who were previously hesitant, and now they’re more likely to take the plunge and start investing.<\/li>\n\n\n\n
    3. Rule-based decision making may lead to consistency.<\/li>\n<\/ol>\n\n\n\n

      Disadvantages of AI investment tools<\/strong><\/p>\n\n\n\n

        \n
      1. Absence of context and absence of human judgment<\/li>\n\n\n\n
      2. Because many websites use information from surveys to give advice, AI tools might not consider the complexities of your personal situation when offering guidance.<\/li>\n\n\n\n
      3. Suitability of advice must be checked<\/li>\n\n\n\n
      4. According to SEC, it is important for investors to understand the logic behind automated advice, risk tolerance management techniques, and research the service provider on platforms such as IAPD. ( SEC, 2017a; SEC, 2017b). ( investor.gov)<\/li>\n<\/ol>\n\n\n\n

        Potential issues with the quality of services.<\/strong><\/p>\n\n\n\n

        According to the SEC’s Division of Examinations, there were several issues observed with respect to advisers providing electronic investment advice. The issues included disclosure problems and improper portfolio management practices. ( SEC, 2021). ( sec.gov)<\/p>\n\n\n\n

         A practical approach to choosing advice<\/strong><\/p>\n\n\n\n

        \u00a0If your goal is to combine AI tools with a trusted advisor, a common solution is to use AI tools for automation and educating yourself. Turn to your trusted advisor in case of more difficult tasks: tax management, complex planning, retirement strategies, and, most importantly, behavioral coaching in case you wish to deviate from your portfolio. <\/p>\n\n\n\n

        Ultimately, regardless of whether you decide to use AI tools, consult a trusted advisor, or opt for a combination of both, it’s crucial that you conduct thorough research on the provider’s credentials and understand what motivates them.<\/p>\n\n\n\n

        \n\n\n\n

        References (APA)<\/strong><\/p>\n\n\n\n

        FINRA. (n.d.-a). Working with an investment professional<\/em>. FINRA. (finra.org<\/a>)<\/p>\n\n\n\n

        FINRA. (n.d.-b). Conflicts of interest<\/em>. FINRA. (finra.org<\/a>)<\/p>\n\n\n\n

        Kato, S. (2021). Staying strong during the market storm: Pre-crash interventions to reduce panic selling<\/em> (SSRN Scholarly Paper No. 4230281). Social Science Research Network. (papers.ssrn.com<\/a>)<\/p>\n\n\n\n

        MDPI. (2024). Emotional instability and financial decisions: How neuroticism fuels panic selling<\/em>. Behavioral Sciences, 12<\/em>(12). (mdpi.com<\/a>)<\/p>\n\n\n\n

        U.S. Securities and Exchange Commission. (2017a). Investor bulletin: Robo-advisers<\/em> (Investor.gov). (investor.gov<\/a>)<\/p>\n\n\n\n

        U.S. Securities and Exchange Commission. (2017b). SEC staff issues guidance update and investor bulletin on robo-advisers<\/em> (Press release). (sec.gov<\/a>)<\/p>\n\n\n\n

        U.S. Securities and Exchange Commission. (2021). Observations from examinations of advisers that provide electronic investment advice<\/em> (Risk Alert). (sec.gov<\/a>)<\/p>\n\n\n\n

        ____________________________________________
        Learn more:<\/p>\n\n\n\n

          \n
        1. Staying Strong During the Market Storm: Pre-Crash Interventions to Reduce Panic Selling by Seiya Kato :: SSRN<\/a><\/li>\n\n\n\n
        2. Conflicts of Interest | FINRA.org<\/a><\/li>\n\n\n\n
        3. Investor Bulletin: Robo-Advisers | Investor.gov<\/a><\/li>\n\n\n\n
        4. SEC.gov | Observations From Examinations of Advisers That Provide Electronic Investment Advice<\/a><\/li>\n\n\n\n
        5. Emotional Instability and Financial Decisions: How Neuroticism Fuels Panic Selling<\/a><\/li>\n\n\n\n
        6. SEC.gov | SEC Staff Issues Guidance Update and Investor Bulletin on Robo-Advisers<\/a><\/li>\n<\/ol>\n\n\n\n

          <\/p>\n","protected":false},"excerpt":{"rendered":"

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