| Hi Voornaam,
AI is revolutionizing wealth management and we're shining a spotlight on it at INVEST. Participate in sessions focused on how AI tools can provide assistance to both advisors and clients. We also just added an AI Town Hall to discuss how the cutting-edge tech is helping firms grow in a more human way. Register today and enjoy significant savings before they're gone! |
|
|
 | | Opening Keynote Address: Jason Wenk Altruist |
|
| Mon Jun 12Â | 10:10 AM - 10:45 AM EDT Â Â | Discover cutting-edge technologies within the advisory landscape and grasp how leveraging these tools can help you scale your practice while adapting to the changing expectations of the next generation. |
|
|
|
 | | Track Session on AI: Roger Aliaga-Diaz Vanguard |
|
Mon Jun 12 | 2:35 PM - 3:05 PM | Acquire knowledge about Vanguard’s portfolio construction framework, a model-based system built into digital technology platforms that enables customization, scalability and internal consistency of Vanguard multi-asset offerings. |
|
|
|
 | | Keynote Address: Dr. Daniel Crosby Orion |
|
Tues Jun 13 | 9:35 AM - 10:00 AM | In his presentation, Dr. Crosby will make the case that AI will actually increase the impact and importance of human advice, and show how tech can work hand-in-hand with a deep understanding of human psychology to bring about better client outcomes. |
|
|
|
 | | Track Session on AI: Dr. Sindhu Joseph CogniCor |
|
Tues Jun 13 | 1:10 PM - 1:40 PM | Explore the growing role of AI within wealth management, the risks and limitations of today’s solutions and future impact of the technology across this space. |
|
|
