WEBCASTS

AI in Wealth Management: Tools, Trends, and Investment Opportunities

Artificial intelligence is everywhere these days—but what does it really mean for wealth management? The buzz around AI is enormous, yet discussions at wealth conferences and op-eds often lack specifics on its practical applications. In this exclusive panel session, moderated by Zeno Mercer, you'll hear from industry experts Mike Casciano of Evo Wealth Consulting and Parker Ence from Jump AI as they unpack how AI is being implemented in real advisory practices and what advisors can expect along the adoption journey. Together, they will break down the realities of Martec's Law—where technology innovation often outpaces a firm’s ability to adopt it—and identify where AI is making the biggest impact in wealth management today.

From transforming advisor workflows and improving client engagement to opening new avenues for investment, this session will go beyond the hype to examine real-world applications and strategies for leveraging AI within advisory practices. Advisors will also gain insights into the broader investment potential of AI and practical methods for approaches for investing in AI-driven companies and portfolios.

November 26, 2024
8am PT | 11am ET
1 CE Credit
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SUMMARY

In this one-hour session, you'll learn:

  • What AI adoption looks like for advisors and wealth management firms
  • How AI tools are transforming client engagement and practice efficiency
  • The top AI-driven technology trends to watch for in 2024 and beyond
  • Practical strategies for investing in companies driving AI innovation

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Mike Casciano

Founder and President
EVO Wealth Consulting

Parker Ence

CEO & Co-Founder
Jump AI

Zeno Mercer

Senior Research Analyst
VettaFi

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Important Disclosures

VettaFi is the index provider for ROBO ETF, THNQ ETF, & HTEC ETF, for which it receives an index licensing fee. However, ROBO ETF, THNQ ETF, & HTEC ETF is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of ROBO ETF, THNQ ETF, & HTEC ETF.