In|Vest West 2018 Direct

Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.

Faryar Shirzad is the chief policy officer of Coinbase.

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

Carolyn Conners is head of healthcare at Beazley. Since 2011, Carolyn has held several key positions at Beazley, including Focus Group Leader for US Miscellaneous Medical and Life Sciences. Head of Partner Engagement North America, West Region Broker Relations Manager, and Healthcare Management Liability Underwriter. 

Ben Accardo is Focus Group Leader - US Safeguard, at Beazley. Prior to this position, he was an underwriter for Safeguard and prior to that was a member of the Executive Risk claims team handling employment practices liability claims and claims involving allegations of sexual abuse under the Safeguard product. 

As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.

Chandrashekar (Chandu) Nagarajan, CPA, worked with a Big Four firm before moving into the accounting talent and capacity space. He now works closely with CPA firm leaders across the country on their evolving workforce challenges, including how they approach, build and manage offshore teams.

A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.