The primary full day of Wealth Administration EDGE included conversations with Joe Duran, former basketball star Jay Williams and far, far more.
From hard-hitting questions fielded throughout fireplace chats and panel discussions to tech excursions and demos, to a mojito bar, wine tasting and pool get together, the primary full day of Wealth Administration EDGE 2024 had somewhat little bit of the whole lot.
Rise Development Companions CEO Joe Duran kicked off the day by evaluating nationwide RIAs to wirehouses. He was adopted by John Froese, director and head of banking and wealth administration at Google Cloud, who emphatically mentioned the tech large was not coming for monetary advisors. Nonetheless, “AI shouldn’t be going to take your job,” Froese mentioned. Somebody utilizing AI will.”
The day additionally included a speak about synthetic intelligence from Woodgate Monetary’s Jason Pereira, discussions on affect and ESG investing and plenty of speak about natural progress.
That does not embrace the Elevate conferences and roundtables, mentor-mentee velocity relationship and far more that befell all through the day.
Check out a few of the highlights of day two of Wealth Administration EDGE.
Photographs by Ledd Lens LLC