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Financial Planning with AI featuring Financial Advisor Tim Maurer
Manage episode 435554355 series 2866439
AI tools can make the quantitative work of financial planning easier, but relying too much on tech can backfire. CNBC Senior Personal Finance Correspondent Sharon Epperson speaks with Tim Maurer, Chief Advisory Officer of SignatureFD and member of the CNBC Financial Advisor Council, about the promise and peril of AI and the importance of a holistic approach to financial planning.
CNBCevents.com
194 episoder
Manage episode 435554355 series 2866439
AI tools can make the quantitative work of financial planning easier, but relying too much on tech can backfire. CNBC Senior Personal Finance Correspondent Sharon Epperson speaks with Tim Maurer, Chief Advisory Officer of SignatureFD and member of the CNBC Financial Advisor Council, about the promise and peril of AI and the importance of a holistic approach to financial planning.
CNBCevents.com
194 episoder
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