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Freeing Advisors to Build the Practice of Their Dreams
Will AI Replace Your Financial Advisor? Michael Batnick and Dave Nadig on the Future of Wealth
Talking Wealth
29 minutes
1 month ago
Will AI Replace Your Financial Advisor? Michael Batnick and Dave Nadig on the Future of Wealth
Welcome back to Talking Wealth. Today, we’re going to be talking about the future of AI and financial advice. I won’t bury the lede. Artificial intelligence has the potential to do to financial advisors what the comet did to dinosaurs. The financial advice my children get won’t be delivered by human beings the same way it is today.
I couldn’t think of a better person to have on than my friend Dave Nadig, who once held the title of futurist. Dave has spent his entire career in the financial services industry and is a deep expert on a lot of the topics we’re going to be talking about today. Dave has an excellent Substack that I would encourage you to subscribe to at https://www.nadig.com/.
This episode is sponsored by SS&C’s Black Diamond® Wealth Platform. To learn how Black Diamond is helping wealth advisors of all shapes and sizes, visit: www.sscblackdiamond.com
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Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
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Talking Wealth
Freeing Advisors to Build the Practice of Their Dreams