Artificial intelligence will have an enormous impact on investment management and financial planning. Rather than replace human intelligence, however, it will augment it. How will they interact? 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 and thought leadership, this session will focus on articulating a skills pathway (a sequential progression of competencies) to help practitioners transition from being individual contributors to become leaders of small-to-medium sized enterprises.
Identify the opportunities and challenges when artificial intelligence collides with human intelligence.
Develop a skills pathway to develop future leaders of small-to-medium sized financial planning and wealth management firms.
Ph.D, CFA, CIPM, CAIA,
Managing Director, Americas Region and Professional Learning,