AI in Financial Advice: Balancing Efficiency and Human Connection

Hear from Morningstar’s Michael Stevanovski, Advice Solutions Lead and Sunny Yeap, Program Manager, Financial Planning as they share:

✅ Where AI can add real value today in advice practices

✅ Where clients welcome it (and where they push back)

✅ How advisers can protect and strengthen client trust by balancing efficiency with human connection

✅ Why empathy and behavioural coaching remain irreplaceable in an AI-powered world