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Are These AI Agents for Financial Planners the best in 2026? | Alan Gurang
What if financial advisers could spend 70%… or even 100% of their time with clients?
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In this episode of Financial Planner Life, we sit down with Alan Gurung, founder of AdvisoryAI, to explore how AI is reshaping the way advice firms operate.
From disconnected tech stacks and time-heavy admin, to compliance bottlenecks and the growing advice gap, this conversation gets to the core of what’s really holding advisers back.
Alan shares how AI agents like Colin, Evie and Atlas are already helping firms reduce admin, improve compliance oversight, and uncover insights hidden across…
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