Can ChatGPT Replace Advisors? | Tracey Longo

March 1, 2023

Just recently, the new AI complex-learning model passed part of the Wharton MBA exam, answered U.S. medical licensing exam questions with a passing grade and scored a 50 out of 95 on the multistate bar exam.

So it’s probably just a matter of time before ChatGPT, developed by San Francisco-based OpenAI and still in its infancy, is able to provide investors with more comprehensive financial planning and investment advice, a panel of broker-dealer CEOs admitted in late January at the FSI OneVoice conference in Palm Desert, Calif.

FSI President and CEO Dale Brown moderated the “Re-energizing for the Long Run” panel of CEOs, which included Doug Ketterer, CEO and founding partner of Atria Wealth Solutions . . .

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