AI tools have become embedded in advisors’ work lives, even as the ground rules for their use continue to evolve. As AI notetakers became prevalent, something unexpected started happening. “We noticed there were about 20 different AI notetakers on the meetings,” the CEO said. “When I finished hosting, my inbox went ding, ding, ding — it was filled with meeting summaries.” That should remind firms to ensure their AI tools reflect internal standards.