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Financial Planning

Artificial Intelligence and EFE

A conversation with Chief Planning Officer Michael Liersch

Article published: November 04, 2026

What role does AI play in advice at Edelman Financial Engines? Chief Planning Officer Michael Liersch shares how we’re taking a practical, disciplined approach to incorporating AI. Rest assured, we’re not handing over the keys. Instead, we’re using technology thoughtfully to enhance, not replace, human advice.

This material was prepared for educational purposes only. Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness.

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