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As artificial intelligence tools become increasingly accessible for portfolio management and investment advice, a financial adviser examines a real client case where AI-generated recommendations revealed critical gaps in personalisation, tax planning, and risk assessment. Can algorithms truly replace the human judgement, empathy, and accountability that underpin sound financial planning, or do they introduce hidden dangers that investors may not immediately recognise?

Finalizamos nuestro análisis de las Guías de la Agencia Española de Supervisión de la Inteligencia Artificial (AESIA) para el cumplimiento del Reglamento Europeo de Inteligencia Artificial (RIA).