Description

In our third instalment of IN THE KNOW, we host our first group discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape.

Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning.

• Gillian Hepburn, the Head of UK Intermediary Solutions at Schroders
• lan McKenna, the Founder and Director of FTRC
• Ben Hampton, CEO of Wealth Wizards

Topics Covered:

• Current State of AI Integration (Based on the Pulse Report)
• Future Prospects of AI Integration (Based on the Pulse Report)
• Balancing AI's Threats and Opportunities
• Practical Applications of AI
• Ethical, Regulatory, and Big Tech Challenges
• The Future of Traditional Financial Planning

So, will AI terminate traditional financial planning? Let's find out.

Hosted on Acast. See acast.com/privacy for more information.