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Roger Brosch: Playing to respective skill sets

8.07.2026

In his latest column for Professional Adviser, Roger Brosch explains why it’s important advisory firms learn how to work with artificial intelligence.

The responsibility for managing client relationships will become more evenly spread across support, paraplanner, and adviser as artificial intelligence, Agentic AI especially, does the heavy lifting on analytic driven tasks. Allowing humans to become more human.

Read the full article here: Professional Adviser