Event Detail
- Start Date 06/05/2025
- Start Time 09:00 AM
- End Date 06/06/2025
- End Time 10:00 AM
- Location Webinar
A Virtual Roundtable on Augmentation, Not Replacement
Audience: RIAs, Independent Wealth Managers, Firm Leaders
Topic Category: Practice Modernization & AI Ethics
Join this open live forum to explore how forward-thinking advisors are integrating AI into daily workflows—without losing their fiduciary soul
AI is changing the way we work—but not the why. In this live virtual roundtable, we’ll host an honest, grounded discussion on how RIAs and wealth managers can use artificial intelligence to enhance—not replace—their trusted advisory role. Expect zero jargon, real advisor voices, and practical takeaways.
We’ll explore:
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Where AI fits in the daily life of an advisor
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How to protect trust while embracing tech
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Lessons learned from early adopters
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Questions you’re too afraid to ask about compliance and client perception
This is not a lecture. It’s a conversation. Come with curiosity, leave with clarity.
