The primary full day of Wealth Administration EDGE included conversations with Joe Duran, former basketball star Jay Williams and far, far more.
From hard-hitting questions fielded throughout hearth chats and panel discussions to tech excursions and demos, to a mojito bar, wine tasting and pool occasion, the primary full day of Wealth Administration EDGE 2024 had somewhat little bit of all the pieces.
Rise Progress Companions CEO Joe Duran kicked off the day by evaluating nationwide RIAs to wirehouses. He was adopted by John Froese, director and head of banking and wealth administration at Google Cloud, who emphatically stated the tech large was not coming for monetary advisors. Nonetheless, “AI isn’t going to take your job,” Froese stated. Somebody utilizing AI will.”
The day additionally included a speak about synthetic intelligence from Woodgate Monetary’s Jason Pereira, discussions on influence and ESG investing and plenty of speak about natural progress.
That does not embody the Elevate conferences and roundtables, mentor-mentee velocity relationship and far more that happened all through the day.
Check out a number of the highlights of day two of Wealth Administration EDGE.
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