- Financial Planning Magazine introduces ADVISE AI, a pioneering conference centered on AI’s impact on wealth management.
- Scheduled for October 9–10, 2024, at The Encore in Las Vegas.
- Key themes include AI’s role in enhancing operations, client engagement, and investment personalization.
- Notable speakers include Michael Kitces, discussing AI’s future in wealth management.
- The Advisory Council boasts industry luminaries guiding conference content and discussions.
- Research report findings will unveil financial advisors’ readiness for AI adoption.
- ADVISE AI offers diverse content formats and networking opportunities.
Main AI News:
Financial Planning, the premier information hub for financial advisors and the wealth management sector under Arizent, has proudly introduced its latest conference, ADVISE AI, alongside the distinguished VIP Advisory Committee. Scheduled for October 9–10, 2024, at The Encore in Las Vegas, registration is now accessible to interested parties.
ADVISE AI promises an immersive exploration into the pivotal role of artificial intelligence in revolutionizing operations, enhancing client interactions, and tailoring investment strategies. With a keen focus on compliance matters, the program will also furnish updates on regulatory frameworks from industry insiders.
Eminent figures in AI and wealth management will grace the agenda, among them Michael Kitces, the Chief Financial Planning Nerd at Kitces.com, who will inaugurate the second day’s proceedings with a keynote fireside chat delving into AI’s trajectory within wealth management’s future landscape.
Brian Wallheimer, Editor-in-Chief for Financial Planning, remarked, “ADVISE AI stands as the premier event dedicated solely to AI in wealth management and its multifaceted applications. We are privileged to convene a visionary Advisory Council instrumental in sculpting the conference’s discourse. With their collective expertise, we aim to steer the industry towards embracing cutting-edge technologies.“
Under the stewardship of Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, and former CEO and Publisher of InvestmentNews, the Advisory Council comprises luminaries from top wealthtech firms and AI-driven financial planning platforms. Esteemed members include:
- Andrew Altfest, CFP, President, Altfest Personal Wealth Management and Founder of FP Alpha
- Daniel Bernstein, Chief Regulatory Counsel, MarketCounsel
- Joel Bruckenstein, President, Technology Tools for Today (T3)
- Bill Coppel, Chief Client Growth Officer, TradePMR
- Samuel Deane, President, Deane Wealth Management
- Dani Fava, Industry Innovator
- Michelle K. Feinstein, General Manager for Wealth & Asset Management, Salesforce
- Nick Graham, Executive Vice President and Chief Technology Officer, Cambridge Investment Research Inc.
- Beth Haddock, Chief Legal Officer, AdvisorEngine
- Dr. Sindhu Joseph, CEO and Founder, CogniCor Technologies, Inc.
- Brooke Juniper, CEO, Sage
- Brian McLaughlin, President, Orion Advisor Tech
- Hannah Moore, CFP, Owner and Principal Financial Planner, Guiding Wealth
- Jon Patullo, Chief Product Officer Advisory, Apex Fintech Solutions
- Tyrone Ross, CEO and Cofounder, Turnqey Labs; Principal, 401 Financial
- Susan Theder, Chief Marketing and Experience Officer, FMG
- Oleg Tishkevich, Founder and CEO, Invent
- William Trout, Director of the Securities and Investments Practice, Datos Insights
- Vimal Vel, Chief Product Officer, Morningstar Enterprise
- Timothy D. Welsh, President, CEO and Founder, Nexus Strategy, LLC
Furthermore, Financial Planning will delve into the findings of an impending research report, offering insights gleaned from financial advisors regarding their firms’ preparedness for AI integration. The report aims to scrutinize the proactive measures taken by firms in leveraging AI to address the perennial challenge of customer acquisition.
ADVISE AI will encompass a diverse array of content formats, including fireside chats, interactive discussions, live demos, and illuminating case studies, facilitating unparalleled networking opportunities.
Conclusion:
The introduction of ADVISE AI by Financial Planning Magazine marks a significant step in recognizing the transformative potential of AI within the wealth management sector. With an esteemed Advisory Council and a comprehensive agenda, this conference signals a pivotal moment for the industry, driving forward innovation and fostering collaboration among industry leaders. As AI continues to reshape wealth management practices, events like ADVISE AI serve as crucial platforms for knowledge exchange and strategic alignment within the market.
