Financial Planning's first conference solely on AI in wealth management kicked off this week, where both advisors and tech providers, like Microsoft, gave on-the-ground experiences in using AI tools.

As part of the conference on Oct. 9-10, we released the results of a survey of 270 advisors, showing that 33% felt AI and its potential contribution was a "critical" or "high" priority at their firm. 

If you missed the conference this year, you can still get updates on our live blog here, and much more at Financial Planning.

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