discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape.

Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning.

Gillian Hepburn, the Head of UK Intermediary Solutions at Schroders
lan McKenna, the Founder and Director of FTRC
Ben Hampton, CEO of Wealth Wizards

Topics Covered:

Current State of AI Integration (Based on the Pulse Report)
Future Prospects of AI Integration (Based on the Pulse Report)
Balancing AI's Threats and Opportunities
Practical Applications of AI
Ethical, Regulatory, and Big Tech Challenges
The Future of Traditional Financial Planning

So, will AI terminate traditional financial planning? Let's find out.

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

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In our third instalment of IN THE KNOW, we host our first group discussion episode, where we delve into the transformative world of Artificial Intelligence and its potential impact on financial planning and the adviser landscape.

Joining our host James Walker (MD of BWD), we have a stellar lineup of real human guests to discuss AI and its impact on Financial Planning.

Gillian Hepburn, the Head of UK Intermediary Solutions at Schroders
lan McKenna, the Founder and Director of FTRC
Ben Hampton, CEO of Wealth Wizards

Topics Covered:

Current State of AI Integration (Based on the Pulse Report)
Future Prospects of AI Integration (Based on the Pulse Report)
Balancing AI's Threats and Opportunities
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