Navigating AI in Financial Advisory: Balancing Technology and Human Touch

Tune in to hear:

• Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis?
• How has Behavioral Finance come full circle in recent years?
• What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come?
• What can Behavioral Finance teach us about risk and how widely implemented are these learnings in the field today?
• How does Greg think about the problem of multiple risk preferences within a household?
• What is Greg’s understanding of the role of emotion in financial decision making? When is it useful and when is it not?
• Where does Greg see Behavioral Science intersecting with AI as we move forward in finance?

Links

• Greg Davies on LinkedIn
• Oxford Risk

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