Executive Briefing 6: AI & the future of advice: How to navigate the AI-driven future of wealth management 2.25-3.10 (Limited to 30 attendees; operating on a first come, first served basis)

FinovateFall 2024 · 10 September 2024 · 14:40–15:25

Executive Briefing 6: AI & the future of advice: How to navigate the AI-driven future of wealth management 2.25-3.10 (Limited to 30 attendees; operating on a first come, first served basis) was a session at FinovateFall 2024 on 10 September 2024 in New York, with 5 speakers on record.

Speakers

• April Rudin — Panelist CEO, The Rudin Group
• Luba Teten — Panelist Independent Consultant, ex-Executive Director, Morgan Stanley
• James Francis — Panelist Chairman & CEO, Paradigm Asset Management Co.LLC
• Mike Ma — Panelist Managing Partner, Sidecut Ventures
• Jeanette Freedman Kuda — Panelist President & Chief Operating Officer, TIFIN AMP for Distribution