EATT 2025 Plenary Session #1 – What are the key new skill sets advisers need to focus on as AI makes much of their traditional role easier?
What is EATT?
Speakers
Jason Green
CFO – FTRC
Jonathan Stubbs
Director of Risk – LIFT Financial
Ian Dempsey
IFA – The Money Man
Learning Objectives
- How do AI and Consumer Duty change the role of financial advisers and wealth managers?
- Understanding the roles of humans and the roles of machines.
- What is the top skill an adviser needs in an AI driven world?
- Potential impact of behavioural finance in better understanding consumer behaviour.
