AI and Finance: Can We Learn to Love the Bot?

Generative AI is rapidly becoming a more integral part of our lives. From the ubiquitous autofill tool to writing a business plan, Large Language Models (LLMs) are changing the way we interact and work. Like most disruptive technologies, along with innovation, it’s brought some fear and trepidation. There’s uncertainty and anxiety about how it will be used in financial planning and advice, what risks it presents and which jobs it might replace. But does disruption always lead to disintermediation? Or can it also create opportunity?
In this provocative discussion, moderator Josh Brown, CNBC Commentator and CEO of Ritholtz Wealth Management-along with panelists Hema Balasubramanian, VP, Strategy and Innovation, Fidelity Center for Applied Technology (FCAT); John Mileham, Chief Technology Officer, Betterment; and Jeremy Olshan, Personal Finance Bureau Chief, The Wall Street Journal-will help us navigate the complex and fast-changing topic of the impact of AI on finance, see how the whole is greater than the sum of its parts and, most importantly, whether we should stop worrying and learn to love the bot!
Program Co-Hosts:
David Cowen, President & CEO, Museum of American Finance
Sarah Kirshbaum Levy, CEO, Betterment