– April 2024

A new industry conference called “Advise AI” will make its debut on October 9–10, 2024, in Las Vegas. The program will dive deep into AI’s role in scaling financial services operations, improving client experiences and engagement, and personalizing investment solutions. The conference Advisory Council members include Joel Bruckenstein, president of Technology Tools for Today (T3).

Read the article: Financial Planning announces new event, Advise AI, entirely focused on AI and its uses and impact on the wealth management industry.

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