Group 1 - The $2 trillion wealth management industry is undergoing a significant transformation due to advancements in artificial intelligence, making financial planning more efficient and less dependent on human involvement [1] - Crude oil prices have surged past $120 per barrel amid the ongoing conflict in Iran, contributing to global market instability [1] - The current economic climate is characterized by uncertainty, with concerns about potential stagflation as a result of the Iran war [1] Group 2 - Jason Wenk, founder and CEO of Altruist, provides insights on how the wealth management industry will evolve in response to these changes [1] - The Future Proof Wealth Festival in Miami Beach serves as a platform for discussing these industry dynamics and the impact of AI on financial advisory services [1]
Wealth Management in the Age of AI
Investopedia·2026-03-10 00:00