Swarn Chatterjee on Muck Rack

Swarn Chatterjee

Athens
As seen in: Wiley Online Library, MDPI, Taylor & Francis Online, EurekAlert!, University of Georgia, Newswise, uni-muenchen.de, Journal of Financial Counseling and Planning, Journal of Financial Planning, WGAU (Athens, GA) and
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Articles

Should a chatbot manage your bank account? Probably not

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By Swarn Chatterjee
| EurekAlert!
When it comes to managing your personal finances, you may want to stick with your accountant before turning to artificial intelligence, according to a new study from the University of Georgia. Researchers found that AI chatbots often provide recommendations that are inconsistent across generative AI platforms and may vary by sociodemographic groups.
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Do Different Generative Artificial Intelligence (GenAI) Tools Provide Different Financial Recommendations?

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By Gianni Nicolini, Brenda Cude, Swarn Chatterjee
| Journal of Financial Planning Verified
Journal of Financial Planning: June 2026 NOTE: Please be aware that the audio version, created with Amazon Polly, may contain mispronunciations. This study evaluated the consistency and fairness of financial recommendations generated by seven widely used GenAI tools across three core areas of household financial planning: emergency savings, retirement withdrawal rates, and investment portfolio allocations.
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Charles Schwab Foundation gift to enhance UGA financial planning program

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By Swarn Chatterjee, Lance Palmer
| University of Georgia
A significant gift from Schwab Advisor Services in partnership with the Charles Schwab Foundation will establish a new center at the University of Georgia focused on enhancing student-centered service-learning in financial services and financial literacy initiatives for students, teachers and communities.
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