Rachel Witkowski is out this week, so I'm filling in for just one newsletter.
Today, a smattering of our ADVISE AI coverage from our recent conference. There's a lot advisor can learn in here about how to scale and grow their businesses and client relationships.
Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.
Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.
