What's Going On Out There? #13

DavidMannaioni_CFFP
DavidMannaioni_CFFP Level I 2023, FP ABFP, FP FPQP, FP 515, CFFP Faculty & Instructors Posts: 38
edited August 20 in Financial Planners Professional Community

The headline of the Wealth Management section of the Wall Street Journal dated October 30, 2023 is: Can AI Replace Your Financial Adviser? Not Yet. But Wait. The article goes on to evaluate how ChatGPT, a generative AI, compares today to what a financial adviser can do. Those of us who use planning software have been using AI for years, but generative AI which learns as it goes is a different form of AI. What are your thoughts about generative AI in financial planning?

2nd version what's going on out there.png

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