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February 08, 2021
The nexus of artificial intelligence (AI) technologies and wealth management is one of the biggest points of discussion in financial services today, and is setting up a quantum leap in how advisors interact with clients, make decisions, and run their businesses. The changes AI brings, however, can be intimidating and are not without challenges, and the impact of new technologies will be felt in many different ways. To get a broader sense of how AI development will affect the wealth management field, we called in the experts.
Joel Bruckenstein is the head of Technology Tools for Today (T3) and an internationally recognized authority on applied technology for financial professionals. He also produces the T3 Advisor Conference, the premiere technology conference for independent financial advisors.
Bill Winterberg is the founder and president of FPPad.com and is widely known as an independent expert on technology in financial services. He has been recognized for his work by many top industry publications, including InvestmentNews and Investment Advisor Magazine, and hosts the weekly video series “Bits and Bytes” on technology news and information for financial professionals.
With nearly 40 years of combined financial services and technology experience between them, Bruckenstein and Winterberg were perfect fits to host discussions on the intersection of AI and wealth management with key figures from The College’s team of industry thought leaders. In our series of audio interviews, you’ll hear from:
- George Nichols III, President and CEO
- Michael Finke, PhD, CFP®, Professor of Wealth Management and Frank M. Engle Chair of Economic Security Research, WMCP® Program Director, and Director of the Alfred Granum Center for Financial Security
- David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, Adjunct Professor of Wealth Management and Head of Retirement Research at Morningstar Investment Management
- Hilary Fiorella, Executive Director of the Center for Women in Financial Services
- Azish Filabi, JD, Associate Professor of Ethics and Executive Director of the Cary M. Maguire Center for Ethics in Financial Services
- Sofia Duffy, JD, CPA, Assistant Professor of Business Planning, and Assistant Vice President and Director of Regulatory Compliance