Artificial intelligence was known to have an enormous impact on investment management and financial planning prior to COVID-19, which has in some ways accentuated its impact on small and medium sized practices. Rather than replace human intelligence, however, AI will augment it. What is that alchemy? What parts of the industry will be most impacted? How do owners of small-to-medium sized wealth managers need to respond to survive? Based on industry survey data on AI and thought leadership on drivers of trust in advisory relationships, this session will focus on articulating a skills pathway (a sequential progression of competencies) to help practitioners transition from being individual contributors to become future leaders.
Ph.D., CFA, CIPM,
Managing Director, Americas Region and Professional Learning,