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Month: November 2026

86% went with the AI – would your Advisor?

November 4, 2026 by Marius A. Holzer, CFA, CAIA, CIPM
Who is in the lead?

In a randomized trial, 50 experienced analysts working with an AI agent sided 86% of the time with whatever option a secret coin flip had told the agent to favor, and about half still called the final judgement their own. Good advisors will make those calls visible. Good clients will ask to see them.

Categories AI & Agents, Your Money

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