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Our three 'Best in Show' 'Battle of the Tech' winners demo's are now available to watch on AdviserSoftware.com! 👇🏼🏆 Click here: https://lnkd.in/ezwXBtU4 Aveni, Multiply, Codepan GmbH Ian McKenna

See one of our 'Best in Show' 'Battle of the Tech' demo winners from #AIFA24... Codepan GmbH 🥳 Click here to see the full 8-minute demo which won ReLOA Codepan their award: https://lnkd.in/em9EqQ6a Gary Abela, Arran Goodridge, Avi Elran, Abou George

We are very pleased to share another of our three 'Best in Show' 'Battle of the Tech' demo winners from #AIFA24... Multiply 🏅 If you would like to view the full 8-minute demo, you can do so by clicking here: https://lnkd.in/eRZhYRyf Mike Curtis, Vivek Madlani DipFA, Tim Elder, Mike Curtis, Jacob Stone, Lee Brooks

#AIFA24 demos are now live 🥳 We are very pleased to share one of our three 'Best in Show' 'Battle of the Tech' demo winners from #AIFA24... Aveni 🏆 If you would like to view the full 8-minute demo, you can do so by clicking here: https://lnkd.in/eetece3i Joseph Twigg, Gavin Anderson, Robbie Homer-Plews, Chloe Poulter

We would like to thank everyone who joined us on July 10th for the first #AIFA24 conference! What an insightful day it was... 💡 Take a look below to see some moments from the conference: You can get early access to #AIFA content, even if you didn’t attend the show, by completing our Adviser Tech Survey using the link below: https://lnkd.in/etdMNYnS Comment below if you spot any familiar faces 👇🏼 Ian McKenna Samantha Smith Jason Green Darren Madden Jessie Leworthy Martin McKenna Jack Easter Aveni, BAT Software Limited, The Chartered Institute for Securities & Investment (The CISI), Responsive AI, Conquest Planning Inc., HUB Financial Solutions (a HUB Group company), Multiply, Recordsure, intellectAI, fintello - One-Stop AI Marketing for Financial Advisors, Philip Calvert, unitify, Twenty7tec, @Codepan GmbH, InterGen Data, Inc., YourStake, Zocks | AI for Advisors, Yainvest  

'Regulatory guidance on #Artificialintelligence (#AI) may change now that the UK has a new Labour government, and firms will need to seek new ways to innovate', The Chartered Institute for Securities & Investment (The CISI) Chief executive Tracy Vegro OBE has said at #AIFA24... Check out #AIFA24 coverage from Professional Adviser here: https://lnkd.in/e6rrYGst Ian McKenna Sahar Nazir

Many thought computers and #AI would replace #advisers, but Michael Kitces shows why he believes that’s not true and what to expect next... Using examples from different industries, Michael explains how using #technology smartly can make businesses more productive and valuable. He encourages advisers to focus on creating great experiences for their clients to stay successful in this fast-changing world. Watch the highlight below captured by Ian McKenna, and click here to see more: https://lnkd.in/efEMpKaj

Zack Kass and James Rhodes discussed AI’s transformative impact on society, work, and relationships at Morningstar's #MIC US 2024. Kass, a futurist and former OpenAI executive, likened the #AI revolution to past industrial revolutions, emphasising its potential. He predicted AI would boost productivity, shift economic competition, and cure diseases, while commoditising knowledge and making human relationships more important. Despite costs, he is optimistic about AI improving life and work... Watch the snippet below, and click here to see more: https://lnkd.in/e9-kMb4P Ian McKenna

'We need to recognise the level of change and see that as an opportunity right now for financial advisers to reach more clients.' - Ian McKenna The 'Battle of the Tech' demo's at #AIFA24 demonstrated an array of AI solutions available to aid #advisers. Click below to see FT Adviser's coverage: Simoney Kyriakou Multiply intellectAI

In the ‘Peer-to-Pier’ session at Morningstar’s #MIC US 2024, Kira (Frank) Bell was joined by: Taunya Villicana (Aspirational Wealth Management), Ted Tiger AIF®, CRPS® (Tiger Investment Services, LLC) and Eric K. Peterson, CFP® to discuss the use of Adviser Workstation. The focus of the discussion was on collaborative learning and leveraging technology in wealth management practices. Speakers emphasised the importance of peer learning and encouraged attendees to adopt a mindset of learning from others without hesitation. See the first snippet below captured by Ian McKenna, and click here to see more: https://lnkd.in/eMupngJ8