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The Future of Financial Advice: Can AI Replace Humans (Without the Guilt Trip)?

Fintech Takes

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Incentives and Innovations in Financial Advice

This chapter examines the differing motivations of realtors when selling their homes versus their clients and how this affects market dynamics. It explores the impact of technology on financial advising, specifically through the lens of robo-advisors and large language models, and discusses the promise and challenges of automating personalized financial advice. The conversation also highlights the complexities of integrating advanced AI into financial services and the need for regulatory adaptations to harness its full potential.

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