In this session, panelists will discuss the practical applications of AI in today's industry, ponder where these innovations may take us tomorrow, and explain how the cutting-edge tech is helping firms grow in a more human way.

Panelists include Anne Lester, former JPMorgan Asset Management Head, and Matt Reiner, Managing Partner & Senior Investment Advisor.

Join this panel discussion to hear from three female executives paving the way in wealthtech and wealth management.

In this session, we will draw on insights from research recently completed by Financial Planning that explores how financial advisors are beginning to address the greatest transfer of wealth in our nation's history.

Invest 2023 welcome remarks by Financial Planning Editor-in-Chief, Brian Wallheimer.