As search shifts to large language models, advisors who aren’t optimized for AI discovery are invisible. This session shows how to structure your digital presence to be cited, summarized, and surfaced by AI turning AEO into a powerful organic growth engine.

AI will not simply change how work gets done inside wealth management firms, it will reshape who does the work, which skills matter most and how firms build teams for growth. In this forward-looking closing keynote, wealth management leaders will explore how AI is likely to affect staffing models across advisory, operations, marketing, compliance and client service. The conversation will examine which responsibilities may be automated or augmented, where new roles and capabilities will emerge, and why human judgment, relationship-building and strategic thinking will become even more valuable. Attendees will leave with a clearer view of how to prepare their people and organizations for what comes next, including how to rethink hiring, develop existing talent and design a firm that uses AI to increase capacity without sacrificing the client experience.

Advisors no longer question whether they need to adopt AI – they know they should. The challenge now is moving from experimentation to meaningful adoption. Many firms have rolled out a few AI tools and encouraged experimentation, but far fewer have developed the confidence, governance, and AI fluency needed to realize measurable business value. As expectations rise from clients and leadership teams alike, advisory firms are under pressure to move toward more intentional AI strategies.

This session explores what it takes to build confidence with AI inside an advisory firm. Panelists will discuss why adoption requires more than just training; why written policies are required but are just the start of robust governance; and how firms are approaching technology decisions in a rapidly evolving market.  We’ll focus on the real operational and cultural challenges advisors and firms encounter as they scale AI adoption.

Attendees will learn practical next steps advancing AI adoption in ways that empower advisors and that are secure and compliant from panelists who’ve done it before.  Whether you are still experimenting with AI or trying to expand beyond early successes, this session will provide actionable insights so your organization can move forward with confidence.

Most AI rollouts fail for the same reason: technology is introduced before people are brought along. When AI feels like something being done to employees rather than for them, adoption suffers and value remains unrealized.

This session explores how leading firms are successfully introducing AI across their organizations—from identifying meaningful use cases and measuring impact to building engagement and overcoming resistance. Attendees will leave with practical strategies for turning AI pilots into firm-wide adoption and lasting business value.

AI is moving quickly from experimentation to execution inside wealth management firms. But as leaders evaluate large language models, AI agents and automated workflows, one question becomes critical: how do you know which tools you can actually trust?

In this keynote, Dr. Mohamed Farag, professor of AI and lead of the Applied Generative AI Group at Carnegie Mellon University, will demystify the difference between LLMs and AI agents and explain how each can be applied within a modern advisory firm. He will explore where AI is already creating measurable value, where it may be introducing hidden risk, and how firm leaders can build practical guardrails before AI-driven outputs reach advisors, clients or regulators.

The session will also cover the evolving role of prompt engineering, workflow design and verification processes in transforming generic AI tools into firm-ready capabilities. Attendees will learn how to identify potential hallucinations, evaluate AI outputs with greater confidence, and determine which use cases are appropriate for internal operations, advisor support and client-facing engagement.

Designed for wealth management executives, firm owners and advisors, this keynote will provide a practical framework for moving beyond AI curiosity toward responsible adoption—helping firms put AI to work while preserving trust, accountability and the client experience.

Then Dr Farak sits down with industry AI guru and CEO of Invent, Oleg Tishkevich,  to discuss how his points can be applied specifically to the wealth management industry.

Daren and Kevin have both refounded their firms to leverage AI, and the results speak for themselves: over $200M in new client assets YTD through organic growth, teams that have scaled from small ensembles into organizations, AI agents that automate critical repeatable work, and much more. We’ll talk through both the tried-and-true fundamentals they’ve implemented and the new-age strategies that are powering their success as they scale.

The explosion of AI tools aimed at the wealth management industry has created both opportunity and confusion. Advisors and firm leaders are now faced with a critical question: which AI solutions truly enhance the client experience and operational efficiency.

This session explores how forward-thinking advisory firms are evaluating AI platforms, integrating them into existing systems, and ensuring they work together seamlessly across CRM, planning software, portfolio management, and client communication tools. Panelists will discuss how firms are thinking about build-versus-buy decisions, managing vendor relationships, and avoiding redundant technology as AI capabilities evolve.

Attendees will gain a framework for designing a tech stack that supports AI-driven insights, workflow automation, and scalable client engagement without overwhelming advisors or creating new operational silos.

Most AI innovations in wealth management focus on finding efficiencies and accelerations of mechanical workflow processes, such as with CRMs, notetakers, planning tools, and portfolio management systems. However, much of success or failure in financial planning stems from behavioral factors related to trust, clarity, confidence, emotion, decision-making, judgment, and more. How then does AI impact the human side of advice? This panel explores advances in the mutually reinforcing dynamic between applied behavioral finance and AI technologies which are increasingly sophisticated and empathetic in their application. How AI influences the value of human capital–including hiring, training, and coaching–will be a central topic of discussion.