AI & The Future of Advice @ Exchange 2024

2024 Exchange: Blueprint for Growth - Tuesday Glimmer Ballroom

Welcome to Exchange 2024! Select stages will be featured streaming LIVE February 12-13 here on YouTube! Subscribe and check the bell icon to get notifications of streams.

Exchange will feature TWO streaming stages this year!

Check out the Sparkle stage for more Exchange 2024 content: https://www.youtube.com/live/sqZEkW43yDQ Register or get more information at https://www.ExchangeETF.com *LiveStreams not eligible for CE credit.

0:00 Stream Start

13:39 Artificial Intelligence and the Future of Advice

57:18 Firm Foundations: Re imagining Your Business Model

1:50:28 Intermission

2:11:08 The Past, Present and Future of Model Portfolios

2:37:13 Good Bones: Equity Allocation Beyond the Magnificent Seven

3:28:50 Intermission

5:10:58 Gundlach: Getting Past T-Bill and Chill

-------------------------- Tuesday Glimmer --------------------------

Artificial Intelligence and the Future of Advice Artificial intelligence represents the most transformative technology we have seen since the internet and will forever change our industry. How should you look at this threat and opportunity? What can AI do for you? What tools can you use today? And how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real-world examples of the intersection of AI and FAs.  

Jason Pereira, MBA, CFA, CFP, RFP, TEP, FP, Canada Fellow, Senior Partner & Financial Planner, Woodgate Financial Inc. --------------------------