Your exclusive invitation from Editor-in-Chief Brian Wallheimer

Dear potential participant,

Not so long ago, when ChatGPT exploded onto the scene, we wrote an award-winning story about what wealth management can realistically expect from the revolutionary technology.

While we’ve made much progress on the implications of large language models and AI on the industry, the rapid pace of development means we’re constantly confronted with new questions about efficacy, data privacy, regulatory issues, ethics and more.

There’s a lot of information, and it’s all quite complicated. But we can’t ignore how AI is already revolutionizing the world, including wealth management. That’s why Financial Planning has put together wealth management’s first all-AI conference slated for Oct. 9-10 in Las Vegas.

It is truly a coming together of the brightest minds in the wealthtech/AI space, as evidenced by our advisory committee that is hard at work finalizing our conference agenda as you read this.

You’ll find sessions designed to teach financial advisors how to put today’s AI into use to scale their firms and better serve their clients, from lead generation, client onboarding and marketing to regulatory and compliance issues and portfolio construction. We’ll serve up case studies and demonstrations to help you make sense of this cutting-edge technology. And you won’t get this anywhere else.

(You can learn more and register on our website.)

Please, when you see me at the conference, stop to say hello and tell me about your experience. I love connecting with our readers.

Kind regards,

Brian