AI in Action – Current Tools & Future Trends in Wealth Management

This panel discussion explored “AI in Action – Current Tools & Future Trends in Wealth Management”.

  • Nick Reed
  • Kristie Edling Day
  • Deep Ratna Srivastav

The conversation covered whether AI will replace human jobs, with mixed opinions: some believed automation will take over repetitive tasks but not eliminate jobs entirely, while others emphasised adaptation and human flexibility. The discussion also explores AI’s impact on tasks such as investment management, operations, and compliance, with firms like InvestNet leveraging AI for significant efficiencies.

AI’s role in enhancing human connections in client interactions, compliance management, and future talent recruitment in wealth management was also highlighted. The consensus was that AI will transform, but not replace, the human advisory role, emphasising the importance of human oversight, ethical considerations, and ongoing education.

Watch the session here:

Login or Register

This valuable content is currently restricted. LOGIN TO READ MORE...

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)

_

Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)

_

Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!

_