This fireside chat provides a grounded look at where AI meaningfully fits into modern financial planning. A leading expert will break down the most practical applications currently in use—from client onboarding and portfolio construction support to workflow automation and compliance monitoring. The conversation will also cover upcoming and innovative technologies and use cases, including agentic AI, and offer clarity on what is hype versus what is truly transformative.
Attendees will gain a realistic understanding of how AI is reshaping advisor efficiency, enabling deeper client insights, and setting the stage for the next generation of planning tools.
