Transforming Wealth Management with Technolog...

Christopher Geczy, Academic Director of the Wharton Wealth Management Initiative and the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, talks through why asset allocation still drives most of a portfolio's risk and what happens to ...  Show more

K. Dane Snowden, Chief Executive Officer of CFP Board, joins Investments & Wealth Institute CEO Sean Walters for a wide-ranging conversation on where the financial planning profession is heading. Two association leaders who have spent their careers building standards for the advi ...  Show more

Chandra Duggirala discusses bitcoin, blockchain and AI, and how the confluence of these technologies can empower of financial self-sovereignty and super intelligence to every investor. Chandra is the CEO ...

How AI bridges the gap between high-touch service and high-scale capabilities in wealth management. Host: Steve Sanduski. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Prem Natarajan, the executive vice president, chief scientist and head of AI at Capital One, discusses how AI is enhancing financial services by transforming customer experiences and internal operations. He shares how advanced AI models and agentic workflows are accelerating the ...  Show more

Uri Ferruccio, co-founder and CEO of Concordia, discusses the use of blockchain and AI for financial risk management and future-critical data technologies that are incubating a global, multi-asset-class ...