Will AI transform wealth management overnight?
In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating insights and key takeaways from the latest industry summit. Dive into the world of asset management as they explore how technology and AI are reshaping the industry, the significance of real-time curriculum changes, and the introduction of fresh faces and ideas in finance.
Tony and Rusty discuss:
- (03:03) The evolution of summit topics for real-time impact
- (05:35) The role of AI in improving asset management strategies
- (06:44) Challenges and opportunities in planning for investor longevity
- (09:27) The importance of collaboration and networking in finance
- (12:32) Innovations and the rapid pace of technological development
- (13:22) Predictions for wealth management trends in 2025
Tune in to gain a fresh perspective on the future of wealth tech and discover how the industry’s shifts can enhance your professional approach.
