Will AI Like ChatGPT Replace Financial Planners?

Описание: Voices within the investment services industry have long claimed that they are under siege from the constant threat of the so-called “roboadvisor” or software that can select investments in a more cost-effective manner than human investment managers can. Those financial professionals who have provided comprehensive financial planning guidance have slept more easily knowing that their services cannot be so easily replaced.

The introduction of conversational artificial intelligence platforms like ChatGPT, though, just might start keeping those financial planners up at night.

Join Benjamin Petell—an undergraduate honors student in finance at St. John Fisher University in Rochester, NY—as he interviews three experienced financial planners about this topic. You’ll hear from (Ben’s professor) John Howe-Wemett, CFP®, M.S. of Generation Capital Management, Kay Pfleghardt, CFP® of Best Times Financial, and Joshuah Tatro of Manning & Napier as they discuss AI in the financial planning space.

Is AI a viable alternative to a live financial planner? What are the pitfalls of relying on AI for financial guidance? Where can AI take the financial planning profession? Check out this discussion to find out!

Full audio here:    • Discussing Artificial Intelligence In Fina...  

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