The ADVISE AI conference, set to take place on October 28-29 at the Wynn Las Vegas, will delve into the integration of artificial intelligence in the realm of wealth management. The event will explore how advisors are leveraging AI, its shortcomings, and the potential future of agentic AI. Brian Wallheimer, editor-in-chief of Financial Planning, highlights the dual impact of AI on financial advisors, providing both opportunities and challenges. Attendees will gain practical insights and solutions to effectively utilize AI technology.
The conference will commence with a fireside chat between Michael Kitces of Focus Partners Wealth and Suzanne Siracuse, CEO of Suzanne Siracuse Consulting. Siracuse expressed her enthusiasm for the event, emphasizing its unique role in uniting the wealth management community to explore AI’s influence on advisory services. The conference will also feature industry leaders like Amy Young from Microsoft and John O’Connell from The Oasis Group, who will discuss AI’s role in marketing, data readiness, and planning.
Michael Kitces noted the significant impact of AI in streamlining meeting preparations through tools like Zoom and Otter, while pointing out the limited advancement in advisor workflows with agentic AI. John O’Connell will demonstrate the power of generative AI tools such as ChatGPT and Claude, highlighting their potential to enhance wealth management practices.
The conference promises a comprehensive exploration of AI’s current applications and future possibilities in wealth management, with sessions covering marketing, compliance, and scaling. Networking opportunities will also be available, allowing attendees to connect and share ideas.
