This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.
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This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.
Wealth Management 3.0: Max Lane on the Future of Talent, Transition & Technology
RIA+
41 minutes
1 year ago
Wealth Management 3.0: Max Lane on the Future of Talent, Transition & Technology
Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational transfer of wealth, the emergence of new technologies, and the need to provide clients of all ages with comprehensive planning and investment services has created a new era for financial advice. Or, "Wealth Management 3.0" as Flourish CEO Max Lane describes it in this in-depth interview with Emigrant Partners' Managing Director Mark Bruno. Max and M...
RIA+
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their big picture perspective on how AI will change the profitability of wealth management firms, influence valuations and M&A activity - and provide deeper access to investment opportunities across the wealth and asset management ecosystems.
