Family Wealth Report – November 2023

In this Family Wealth Report article written by Charlie Paikert, Joel Bruckenstein, president of T3 (Technology Tools for Today) and producer of the T3 annual tech showcase conference, offers these comments about how AI is effecting financial advisors:

AI will generate blogs, brainstorming, research and agenda creation, Bruckenstein said. Marketing firms are currently deploying AI for lead generation. AI will also be used for recommending ‘next best actions’ and “identifying business opportunities among existing clients,” Bruckenstein added.

What’s more, Bruckenstein expects a slew of major AI product announcements for wealth managers at the next T3 conference, scheduled to be held in Las Vegas January 22-25, 2024. Attendees will also be able to see the latest and greatest fintech innovations — everything from financial planning, estate planning, tax planning, investment management, practice management tools, cybersecurity protection, and much more. Learn more about Registration Options here.

Read the article: How Sam Altman-OpenAI Saga Affects RIAs.

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