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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
October 24, 2024
 
 
 
 
By Brian Wallheimer Editor-in-chief
 

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.

Thanks for reading.

 
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TOP STORIES
 
Technology
 
Goosing productivity, saving time — AI advice from industry leaders
 
Automation panel Black moderator.jpg
 
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.
 
  • How tech leaders are removing bias from AI
    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.
  • AI for wealth client growth? Slowly but surely
    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.
 
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Sponsor Content from Allied Testing
 
Cetera Financial Group use case: ensuring quality amid rapid expansion
 
Richelle Paulsen, the QA Director at Cetera Financial Group, is explaining the role of Quality Assurance in supporting Cetera's growth.
 
 
 
 
 
Financial Planning
 
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