The Wealthy Parent Newsletter

The Wealthy Parent Newsletter

How AI Is (and Isn't) Changing Financial Planning

Jul 07, 2025
∙ Paid
2
Share

💻Conference Report

I stepped out of the home office late last month to attend the Morningstar Investor Conference. It was a fun two days of spending time with my favorite investing gal pals, hearing from inspiring speakers, learning more about the latest industry trends, and of course, all balanced with plenty of dudes in golf polos pushing their fintec…

Keep reading with a 7-day free trial

Subscribe to The Wealthy Parent Newsletter to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Kelly L. Palmer, CFA, CFP®
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture