The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role of financial advisors moving forward.
High-profile advisor Michael Kitces—the “Chief Financial Planning Nerd” at Kitces.com, Head of Planning Strategy at Buckingham Wealth Partners, Co-Founder of the XY Planning Network, and face of the popular “Nerd’s Eye View” financial planning blog—has an interesting perspective on the topic of AI in financial planning and shares it with us on this episode of the 401(k) Specialist Pod(k)ast.
Kitces recently posted a blog titled, “Why Chat GPT is No Threat to Real Advisors,” and here he expands on thoughts behind why advisors should not fear artificial intelligence, but embrace it for how it can save time and create efficiencies.
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- Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
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- Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
- The Past, Present and Future with Morningstar Retirement’s Brock Johnson
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
