3min chapter

Standard Deviations with Dr. Daniel Crosby cover image

Greg Davies - Advancing Behavioral Finance: Exploring the Path Ahead

Standard Deviations with Dr. Daniel Crosby

CHAPTER

Navigating AI in Financial Advisory: Balancing Technology and Human Touch

This chapter explores the impact of AI on financial advising, highlighting its strengths in analytics but noting its limitations in personal interaction and creative problem-solving. It emphasizes the importance of discerning when to utilize AI tools and provides resources for continued education in behavioral finance.

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