HereÃ¢ÂÂs whatÃ¢ÂÂs ahead for AI in wealth management

Wealthtech Weekly

September 26, 2024

By Rachel Witkowski Tech reporter

Advisors are just starting to use AI tools to streamline workflows and grow their client base. But the future of AI is far more powerful.Â

We're closing in on our first ADVISE AI conference in Las Vegas Oct. 9-10, when you'll hear from top industry innovators. Speakers include Salesforce's Michelle Feinstein, Cason Group's Dani Fava, the "chief financial planning nerd"Â Michael Kitces and Charles Morris of Microsoft's financial services group. You don't want to miss it.Â

Details of the event are here, and much more at Financial Planning.

Feel free to reach me at rachel.witkowski@arizent.com.

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