Strategy said:
You guys may not believe or like it, but you can put
Certified Finaicial Planner very high on the list.
Already happened before AI came along. The major financial platforms have had Robo Advisor options for several years now. If your situation is not all that complicated, AI is going to make this area all that more automated and basically democratize wealth planning.
The actual rich like all of us here (minus hedge and Two Teas) may still use humans because our situations are more complicated, but even that is in danger.