Latest / The Liquidity Event | Money and Finance with Shane and Ally Jane
AI Replacing Advisors, 401(k) Hardship Withdrawals, & 24/7 Tokenized Stocks – Ep 180
On this week's episode of The Liquidity Event, AJ and Shane unpack what's happening at the intersection of AI, financial advice, and investor behavior.
Shane joins from the T3 technology conference in New Orleans, where artificial intelligence dominated nearly every conversation. They explore how AI tools are being integrated into advisory firms, whether real-time financial planning during client meetings is closer than we think, and react to a bold claim from a venture-backed RIA that advisors may eventually be replaced by AI.
The conversation then shifts to a Wall Street Journal report on…
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