AI isn't new, but the competitive gap it creates isBY JOSHUA LEE | WEDNESDAY, 22 APR 2026 11:39AM Artificial intelligence (AI) in advice is not entirely new. Most firms have used automation for years, CRM workflow rules, templated documents, email sequences and process checklists. Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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