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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
April 4, 2024
 
 
 
 
By Brian Wallheimer Editor-in-chief
 

Guess what. You're already using AI — whether it's actively or passively, at work or simply in your leisure. 

Does that make you uncomfortable? It makes me a little bit uneasy, I'll admit. But that doesn't mean I won't come around. AI really is tapping into so many aspects of our personal and professional lives. Education is the key.

For you, wealth managers, Financial Planning is excited to be THE source of education in how AI can and will affect the industry. Our ADVISE AI conference was just announced yesterday, and registrations are already coming in quickly. 

Our goal: lay out how AI is already a part of the wealth management ecosystem, where it might be useful going forward, have honest discussions about the implications and ensure that you don't run afoul of regulators. To that end, we've assembled a dream team (minus Isaiah Thomas, but still) of advisors to ensure that we are presenting the most effective content you can get to help financial advisors make sense of this new world.

Shoot me an email any time for more info. We hope to see you in Las Vegas in October.

 
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