Here are 5 key things to expect at Financial Planning's ADVISE AI conference #2024: ? AI Innovator Recognition: The conference will feature some of the biggest names in wealth management and AI, including Dr. Sindhu Joseph of CogniCor Technologies, Andrew Altfest, CFP? Altfest of FP Alpha, Dani Fava of Carson Group, and other trailblazers, who are shaping the future of #AI in finance ? Big Players in Tech and AI: Attendees will hear from influential figures like Michael Kitces and Brooke Juniper, leaders who have been at the forefront of integrating AI into wealth management, ensuring their companies are at the cutting edge of technology ? Access to Cutting-Edge AI Technology: Companies showcasing at the event will present cutting-edge AI technologies that are actively transforming wealth management practices. Attendees will have the chance to see demonstrations and learn about the latest tools to streamline operations and enhance client relationships ? Real-World AI Applications: Expect to learn exactly how AI can be applied in everyday workflows. Sessions will explore proven AI use cases, including compliance, operational efficiency, and client engagement, helping advisors better serve their clients and scale their businesses ? Las Vegas Energy: Set in the heart of Las Vegas, the conference promises not only cutting-edge discussions but also the vibrancy and excitement that come with being at one of the country's entertainment capitals For more details?https://lnkd.in/giDa8Vj4 Fidelity Investments Lido Advisors, LLC Cresset Churchill Management Group Advisors Asset Management, Inc. Evercore Wealth Management, LLC Homrich Berg STRATOS Stratos Wealth Partners, CA Wealthspire Advisors Aspiriant Evoke Advisors The Colony Group Beacon Pointe NewEdge Wealth Mariner Capital Advisors Group, Inc. BBR Partners Peter, Nottingham Advisors Asset Management Congress Asset Management Bradley, Foster & Sargent, Inc. The ALERA Group - Benefits Strategist Fusion Financial Partners Binah Capital Group Belle Haven Investments Miracle Mile Advisors Farther Cook Wealth Modern Wealth Management HCR Wealth Advisors Pathway Capital Management Savvy Wealth The Zandbergen Group #ria #ai #adviseai #financialservices #advisors
CogniCor Technologies的动态
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Can AI Replace The 6 Core Functions Of A Human Financial Advisor? At this point, I’d say no, but after interviewing Alexander Harmsen?of Portfolio Pilot, things are looking a LOT closer.? He’s the first one I’ve talked to who really gets that robo-advisors will need to go well beyond portfolio management to replace a human advisor.? Tagging a few people I thought might enjoy this read: Breene Murphy?Matthew Crow?Adam N. Phillips, CFA, CAIA, CFP??Alexander Goodman?Allison Bell?Zach Stein?Michael McGrath, MS, CFP, CLU?Shane Enete, Ph.D., CFA https://lnkd.in/gHy_jAuu
Can AI Replace The 6 Core Functions Of A Human Financial Advisor?
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Robo-advisory services are the future of financial planning—With automated solutions that leverage real-time data, these services will empower clients to make accurate investment decisions while minimizing credit risk associated with investment choices. #Automation #AI #RoboAdvisory #SoftwareAndTech #PrivateEquity
Unlocking the Robo-Advisory Services Revolution
stax.com
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Advisors, are you prepared for the evolving landscape of financial planning technology? Discover how to effectively integrate AI tools into your practice while upholding professional standards and client trust. See 9 potential challenges discussed during our webinar on the “Guide to CFP Board's Technology Standard” in this ThinkAdvisor article by John Manganaro: https://lnkd.in/eyqrQm8D?
9 Traps to Avoid With Planning Tools: CFP Board | ThinkAdvisor
thinkadvisor.com
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?? Elevate Your Financial Planning with AI-Powered Financial Advisor! ?? Take the guesswork out of financial planning and investment decisions with a state-of-the-art AI Financial Advisor System development. At WizTecBD, we harness the power of artificial intelligence to provide personalized financial advice tailored to your unique goals and circumstances. Key Features of a AI Financial Advisor System: ?? Personalized Financial Planning: Get customized financial plans based on your individual goals and risk tolerance. ?? Smart Investment Strategies: Utilize AI-driven insights to identify and act on the best investment opportunities. ?? Real-Time Market Analysis: Stay ahead with real-time analysis of market trends and financial news. ?? Automated Portfolio Management: Let our AI manage and rebalance your investment portfolio for optimal performance. ?? Risk Management: Assess and mitigate financial risks with advanced predictive analytics. ?? Goal Tracking: Monitor your progress towards financial goals with intuitive dashboards and reports. Benefits: ?? Enhanced Decision Making: Make informed financial decisions with data-driven insights and recommendations. ?? Comprehensive Advice: From retirement planning to wealth management, get advice that covers all aspects of your financial life. ?? Secure and Reliable: Benefit from robust security features that protect your financial data. ?? Continuous Learning: Our AI system continually learns and adapts to provide better advice over time. Transform your financial future with a system that’s always working in your best interest. Let WizTecBD help you achieve your financial goals with precision and confidence. ?? Contact us today at: +88 01600-299169 ?? Visit our website: www.wiztecbd.com ?? Email us at: [email protected] #FinancialAdvisor #AIinFinance #wiztecbd #InvestmentStrategies #FinancialPlanning #TechInnovation #WealthManagement #SmartInvesting #FutureOfFinance
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AI could transform today’s best practices in financial planning and wealth management. Industry experts share their insights on the AI landscape. #DeloitteConsulting #BicklingFinancialServices #JavelinStrategyAndResearch #F2Strategy
How AI is reshaping the landscape of financial planning
https://proactiveadvisormagazine.com
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WealthFeed $2M funding round for AI-driven financial advisory growth. #WealthFeed has successfully closed a $2 million funding round, paving the way for the launch of its revolutionary AI-powered money-in-motion platform. This innovative platform is designed to redefine how financial advisors expand their market presence and client base, leveraging cutting-edge predictive analytics and artificial intelligence. The funding round includes significant investment from Thicket Group Ventures and leading executives across the Registered Investment Advisor (RIA), Investment Banking, and Private Equity sectors. With the investment, industry veterans Justin W. and Joe Jolson are set to join WealthFeed’s Board of Directors, bringing a wealth of experience and insight to the company's strategic direction. WealthFeed introduces a dynamic money-in-motion prospect database, enabling advisors to pinpoint high-converting prospects with unprecedented precision. This tool is set to revolutionize prospecting by offering real-time identification of potential clients experiencing significant financial events. Beyond prospecting, the platform enriches existing client databases with financial data and provides alerts about money-in-motion activities. This feature aims to enhance client retention and unlock new asset aggregation opportunities, ensuring advisors can effectively respond to client needs and market movements. By democratizing access to AI and big data, WealthFeed is positioned to significantly impact the financial advisory landscape. From solo practitioners to national RIA firms, the platform offers a scalable solution to longstanding challenges in organic growth, client retention, and wallet-share expansion. This funding round marks a crucial step forward in integrating advanced technology within wealth management. WealthFeed's approach to leveraging AI for proactive financial advising could set new industry standards, encouraging further innovation and adoption of technology-driven solutions. Want to stay up to date with the market? Here my newsletter: - Linkedin: https://t.ly/s541W ? - Substack: https://lnkd.in/dzfGJzmW
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Financial Planning Magazine Unveils Pioneering AI-Centric Conference #ADVISEAI #Advisorycouncil #AI #artificialintelligence #Conference #FinancialPlanningMagazine #FinancialServices #llm #machinelearning #MichaelKitces #wealthmanagement
Financial Planning Magazine Unveils Pioneering AI-Centric Conference
https://multiplatform.ai
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Marketing & PR Pro building brand for independent financial advisors, wealthtech & allied firms. Forbes Agency Council. ThinkAdvisor Luminaries Class of 2021. Wealthies Circle 2022 & 2023. Dedicated. Discerning. Driven.
I’ll be there and can’t wait to hear all these amazing speakers and learn about AI and how to apply it to our businesses today. Don’t miss my panel on Compliance and AI on the first full day of sessions, Wednesday, October 9. ?? SAVE $325 IF A FINSERVE EXEC OR FINANCIAL ADVISOR WITH CODE: ?? MT3M2 I’ll be joined by an all-star panel: Beth Haddock Vall H. Herard Daniel Bernstein AI and Compliance What’s allowed, what’s not, and what’s next? Regulations are always evolving, and often uncertain when it comes to AI. This session is essential for financial services firms and financial advisors seeking to ensure their practices align with current an upcoming legal standards.
Financial Planning has joined with top wealth management and tech leaders to explore how advisors can integrate AI tools for growth during the first ADVISE AI conference this Oct. 9-10. Here’s a peek at what to expect when you attend. #Wealthmanagement #technology #AI
5 things to expect at Financial Planning's ADVISE AI
financial-planning.com
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Real Estate Tax Visionary. Financial Game-Changer for Nonprofits.
In an ever-evolving landscape, it's crucial to stay ahead of the curve. Whether you're looking to harness AI's capabilities for your organization or seeking guidance on optimizing your financial strategies, our team is here to help. Let's explore how we can bring AI-driven innovation to your association’s financial management.
In today’s fast-paced world, we know association leaders constantly seek innovative ways to enhance operational efficiency,?especially?in managing finances. The integration of Artificial Intelligence (AI) has emerged as a game-changer, offering new opportunities for associations and non-profits to streamline financial processes, mitigate risks, and drive informed decision-making??. Let’s dive into how AI can revolutionize financial management for your association.
AI's Impact on Association’s Financial Management.
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