Should Your Financial Advisor Be Using AI?

The term AI tends to get a strong reaction right now. Some people are genuinely excited about what it can do. Others are worried about privacy, accuracy, and what it means for the professionals they trust. Most people, if they are honest, are somewhere in the middle.

At Meridian, that middle ground is exactly where the firm stands. In this Meridian Market Minute, Nathan Gilbert walks through how the team thinks about AI: where it provides real value as a starting point for tasks like drafting a quarterly letter or a blog post, and where caution is non-negotiable, specifically when it comes to personally identifiable information and client data.