AI is transforming industries, but is it truly delivering value for financial advisers? This discussion will explore the real-world impact of AI on advice firms, offering practical advice on integration while navigating ethical, regulatory, and operational challenges to stay competitive in a shifting market.

• Identifying opportunities to boost efficiency by automating administrative tasks and optimising workflows
• Improving client acquisition and experience through streamlining on boarding and enhancing portfolio management
• Closing the advice gap- utilising digital tools to appeal to a wider, more diverse range of customers

Moderated by Kimberly Dondo, digital content manager, Money Marketing