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Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today's wealth firm.
October 29
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Max Gokhman is deputy CIO for Franklin Templeton Investment Solutions, responsible for leading global investment research, including quantitative, fundamental and manager research teams. Previously, he was president and CIO of the startup asset manager AlphaTrAI and before that, head of asset allocation at Pacific Life Fund Advisors. Prior to Pacific Life, he was a portfolio manager with Mellon Capital's multiasset group and a founding member of Coefficient Global, a quantitative macro hedge fund.
October 29
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During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.
October 28
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Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
October 28
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Two competing visions for AI are emerging in wealth advisory.
October 28
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As AI reshapes the financial landscape,
October 28
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From search engines to answer engines,
October 28
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AI's potential in wealth management is only as strong as the data that fuels it.
October 28
