In this episode of FPA LIVE, we sit down with Matt Reiner, CFP®, CFA®, Managing Partner at Capital Investment Advisors and founder of FutureProof Advisor, to explore the evolving role of artificial intelligence in financial planning—and to unveil the launch of FPAi Authority, a new partnership between Matt and FPA designed to move planners from curiosity to capability with AI. We’ll discuss how AI can enhance client relationships, streamline operations, and deepen human connection—not replace it—through practical, real-world tools, demos, and education. Matt also shares insights on what’s next for AI in financial services and how FPAi Authority will equip planners to evaluate, implement, and lead with confidence.

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