Editor-in-Chief
Financial Planning
Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.
AI can transform how your firm operates, engages clients, and delivers advice—but all of that progress can unravel if you aren’t compliant. This session will demystify what’s allowed (and what isn’t) when it comes to using AI in a regulated wealth management environment.
Our expert panel will share what they know on how to implement and adopt AI tools all while maintaining a compliant, client-first culture.