Tag: WealthTech
How AI is Changing Wealth Management with Jason Pereira (Ep. 15)

How AI is Changing Wealth Management with Jason Pereira (Ep. 15)

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Is your financial advisor about to be replaced by AI? The answer isn’t as simple as yes or no.

Tune into this episode to discover how AI is doing more than just automating repetitive tasks—it’s redefining the role of financial advisor and reshaping the entire financial landscape.

As AI drives significant change in wealth management, the industry stands at a crossroads. Join host Rusty Sommer and fintech professional and industry thought leader, Jason Pereira, as they discuss whether financial advisors are at risk of being replaced by AI, and unpacking the reasons why the answer isn’t an easy one. They also discuss what steps advisors can take to harness the benefits of AI in order to enhance their practice while preserving the vital human touch required to maintain client relationships.

Key Highlights:

  • Unpacking AI Myths: Dispels misconceptions about AI and highlights the rise of Large Language Models (LLMs) like ChatGPT in finance
  • Boosting Efficiency: Shows how AI automates tasks, freeing advisors to focus on client relationships and strategic decisions
  • Advancing Portfolio Management: AI enhances rules-based systems by reducing false positives and automating rebalancing
  • Protecting Client Data: Discusses AI tools that anonymize data, ensuring compliance while maximizing AI’s benefits
  • AI as an Ally: Emphasizes that AI enhances, but doesn’t replace, the human touch in understanding client behavior and goals
  • Industry Networking: Highlights key conferences like Future Proof, with a growing Canadian presence in US events
  • Client Care at the Core: Stresses that client care remains central, with AI aiding in more personalized financial planning
  • And much more!

 

Connect with Connect with Jason Pereira:

Connect with Rusty Sommer:

 

About Jason Pereira:

Jason is a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time, he has become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech. He has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 600 articles, podcasts, and interviews. www.JasonPereira.ca is his conduit for sharing his thoughts, views and learning that he has amassed over the years.

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Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

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Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. 

But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. 

In this episode, Will Trout, the Director of Wealth Management at Javelin Strategy & Research, joins Shannon Rosic to unpack the challenges and opportunities around personalized delivery of advice and how technology can augment the entire experience.

Will discusses: 

  • His areas of expertise within the wealth management industry
  • Ways investment managers and advisors can achieve a reasonable level of customization and personalization with their clients
  • Balancing scale and service by using technology
  • Trends around portfolio management 
  • The role of direct indexing in the marketplace 
  • And more!

Resources:

Connect with Will Trout:

Connect with Shannon Rosic:

About our Guest: 

William Trout is a thought leader in North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise in platform automation; portfolio management and optimization tools; data capture, storage, and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings.

Before joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high-net-worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.



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Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)

Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)

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Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money.

This week, Shannon unveils everything you need to know about her and her career in the FinTech industry. Shannon explores the biggest challenges and opportunities in financial tech, Flyer FT’s ideal client, what’s to come at the firm, and their mission to help advisors and asset managers understand how technology is transforming the WealthTech sector. 

Shannon discusses:

  • How she got her start in FinTech 
  • Flyer FT’s vision and her role within the company
  • The firm’s rebranding process 
  • Ways Flyer leverages technology for faster and smarter investment decisions
  • And more!

Resources:

Connect with Shannon Rosic:

About Your Host:

Shannon Rosic serves as Flyer Financial Technologies’ Vice President of Marketing. Shannon has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at Investment News, her passion is storytelling and designing a cohesive brand experience through creative and innovative marketing efforts.



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