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Artificial Intelligence (AI) and Financial Planning
Financial planning has become more multifaceted than ever before. With a host of investment options, changing economic landscapes, and personal financial goals, clients are seeking state-of-the-art solutions to manage their finances successfully. Artificial Intelligence (AI) is stepping in to transform financial planning.…
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AI in Fiduciary Documentation: Navigating Risks and Maximizing Benefits
Overview As the financial advisory profession approaches 2025, advisors and CFP graduate students must critically evaluate the integration of artificial intelligence (AI) into fiduciary documentation practices. AI technologies offer substantial potential to streamline operations, automate routine documentation tasks,…
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Algorithms in Armani: Navigating FINRA 24-09 and the SEC’s PDA Crackdown
(Generated using Google Scholar and ChatGPT; vetted using good old brain) In a one-two regulatory punch, FINRA’s Regulatory Notice 24-09 and the SEC’s Predictive Data Analytics proposal (Release 2023-140) make it crystal clear that the Wild West phase of AI in finance is over. Every model, chatbot, or “magic algorithm”…
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What's Going On Out There? #28
Today's version of "What's Going On Out There?" is coming to you via a quick video. Let's discuss the implications of AI (Artificial Intelligence) in our world of financial planning. Watch and share your thoughts with us below. https://www.youtube.com/watch?v=0SCqwQGiBRs