Submitted by Hedware on Thu, 2023-12-14 22:46

How about 'Unqualified Advisor'? I agree with the overall concept that many people do not need the full works that is the business of a professional financial advisor. Some will be ok with an AI advisor. But I think there needs to be a clear gap to distinguish a professional financial advisor from the other permutations.
I like the term 'Product Financial Advisors' to keep a boundary around the banks and their ilk.

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