Workflow
AI notetaking tools
icon
Search documents
Advisors Focused on AI, Financing Options at Osaic's Annual Conference
Yahoo Finance· 2025-09-16 13:40
Benjamin Prescott, founder and CEO of Prescott Financial in Tampa, Fla., was at his first Osaic conference a few months after leaving B. Riley Financial to launch his solo practice. Despite being 41, Prescott said he’s interested in discussions around succession planning because he’s a solo practitioner, and sometimes clients ask what would happen if he left.“AI has a lot of advantages, but how do we defend against it?” he said. “When I started, it was commission-based products, then it was AUM. ... Will we ...