Let’s Keep Humans in the Loop
- Paul J. Pfeiffer, CFP®

- Jun 28
- 1 min read

It is hard to go a day without hearing about artificial intelligence. From AI-powered trading strategies to robo-advisors and automated financial planning tools, many companies now describe themselves as “AI companies.” The promise is clear: faster insights, lower costs, and data-driven decisions at scale.
But as AI becomes more common in financial services, investors face an important question: where do humans still fit?
The answer is simple, and more important than ever.
Humans belong firmly in the loop.



