Modeled after a hit YouTube show, two industry experts consumed over a gallon of milk and nearly two dozen progressively hotter wings while discussing topics including AI and the effect of private equity and venture capital on wealth management.
Alternative investment platforms help connect fund managers with advisors looking for investment opportunities. However, fund managers need to focus on matching advisors with the right options.
The impact that artificial intelligence will have on wealth management drew a large crowd at the Wealth Management EDGE conference at the Diplomat Beach Resort in Hollywood Beach, Fla.