AI in Action: Strategies and Predictions from Wealth Management Leaders at AdviseAI 2024

In the second part of our three-part series, live from AdviseAI, Greg Matusky sits down with three thought leaders to explore AI’s evolving impact on wealth management. Charles Morris, Microsoft’s Chief Data Scientist for Financial Services, discusses the need for balancing strategic thinking with technical depth in AI to help firms navigate transformative shifts. Brad Sparks, Co-Founder of Pomarium, explains how AI is enabling advisors to align investments with clients’ unique values at scale. Lastly, Rebecca Wilde, Managing Director at StockSnips, describes her team’s approach to using AI-driven sentiment analysis to provide independent advisors with predictive insights based on financial news trends.