AI in Financial Advice | Full Discussion | Greenwald Research

In Greenwald Research's May 2026 Coffee Break, one of our executive researchers addresses the evolution of AI's presence in financial services, as well as consumer and financial professional opinions and future implications for the industry, based on findings from the Retiree Insights Program. About Greenwald Research Greenwald Research is a consultative partner to health and wealth leaders that leverages industry expertise, access to experts, and a custom, collaborative approach to produce trusted insights and meaningful connections that drive understanding and inform strategic action. Explore More Retiree Insights Program: www.greenwaldresearch.com/retireeinsights More Coffee Break Videos: https://greenwaldresearch.com/coffee-... Stay Connected Website: https://greenwaldresearch.com/ LinkedIn:   / greenwald   X:   / greenwaldrsrch   © 2026 Greenwald Research. All Rights Reserved. #GreenwaldResearch #marketresearch #webinar #coffeebreak #retireeinsights #retirementresearch #AI #financialplanning #financialadvisor #roboadvice #retirementplanning #retirees