AI is changing advice forever - Kunal Kapoor

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Basis Points

Equity Mates Media

29 episodes

1 week ago

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

All content for Basis Points is the property of Equity Mates Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

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AI is changing advice forever - Kunal Kapoor | Morningstar

Basis Points

22 minutes 32 seconds

5 months ago

AI is changing advice forever - Kunal Kapoor | Morningstar

Recorded at the Morningstar Investor Conference, today we're joined by Kunal Kapoor, CEO of Morningstar Global.

Australia always lags behind the US in technological adoption. So, with Kunal Kapoor out from Morningstar's global headquarters in Chicago, we wanted to hear how advisers in the US were adopting AI technology and what parts of an advice practice were seeing the most disruption. Suffice to say, AI is a technology advisers are going to want to stay up to date with.

In today's episode we discuss:

How advisers in the US are integrating AI into their day-to-day workflow
Challenges in adopting AI
Evaluating different AI tools and what makes AI useful?
Where this technology will go over the next 5-10 years
The abundance of choice in private markets and how advisers can navigate it
Using ratings and data-driven tools to evaluation private market opportunities

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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).

To claim your points, complete the CPD Quiz and we'll send you your certificate.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.