Pocket-sized Advice: AI in Finance

Nov 25, 2025

How is AI reshaping finance and what does it mean for investors, advisors, and everyday decision-making?

In this episode, Mike Manganillo from TradeWinds explores the fast-evolving intersection of artificial intelligence and financial planning, from smarter portfolio insights to the balance between human judgment and machine learning.

  • You’ll hear how AI tools are influencing:
  • Investment management and data analysis
  • Personal financial planning and behavioral insights
  • Advisor efficiency and client experience
  • The future of trust and transparency in finance

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