Can AI Really Replace Human Financial Guidance?

Описание: Join us this episode as Dennis O’Keefe outlines the ways AI tools are being used in financial planning and where they currently fall short. He explains how automated systems process information, where they provide efficiency, and the limitations that appear when personal context or situational nuance is required.

Dennis also describes the differences between automated platforms, large national firms, and independent fiduciary advisors, focusing on how each model approaches service and decision support.

Key takeaways:
• AI can help organize data and handle defined tasks, but it does not interpret personal context or long-term considerations.
• Large firms provide structure, yet personalization may vary depending on how their service models are designed.
• Independent advisors may identify risks or opportunities that automated systems do not detect.
• Retirees should consider what level of support they want when evaluating technology-based planning tools.
• And more!


Connect with Dennis O'Keefe:

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