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The interview originally took place on April 22, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how artificial intelligence is shaping the future of financial planning, emphasizing that while AI enhances analytics, data processing, and access to information, it cannot replace the need for personalized financial advice.
The conversation also highlighted the importance of customization in retirement planning, with Jackson noting that key factors like lifespan and risk tolerance must be defined by individuals—not algorithms—positioning AI as a powerful tool to support, but not replace, human-driven financial strategies.
Share
The interview originally took place on April 22, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how artificial intelligence is shaping the future of financial planning, emphasizing that while AI enhances analytics, data processing, and access to information, it cannot replace the need for personalized financial advice.
The conversation also highlighted the importance of customization in retirement planning, with Jackson noting that key factors like lifespan and risk tolerance must be defined by individuals—not algorithms—positioning AI as a powerful tool to support, but not replace, human-driven financial strategies.
