AI and Wealth Management: A Word from American College Thought Leaders

The American College of Financial Services
February 8, 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:

 

 

To listen to the individual interviews and get access to your full AI and Wealth Management resource center, including an in-depth white paper and an informative infographic action plan, sign up now.

Invest in your career with a professional designation.

To continue providing value to your clients, you have to go well beyond the usual investment advice. Through the Wealth Management Certified Professional® (WMCP®) designation program, you can master behavioral finance and learn the advanced strategies needed to create efficient, individualized portfolios that are attuned to each of your client’s unique needs and values. Offer your clients more.

Learn More