How AI is Reshaping Wealth Management
AI is already in your clients' hands. In this free webinar, Pantile Investments Founder and CEO David Baines walks financial advisors through how AI is changing the wealth management landscape, what clients are doing with it, and how to position your practice for the shift.
When
Fri May 22nd, 11a-12p ET / 9a-10a MT · Free to attend
Hosted by
David Baines · Founder and CEO, Pantile Investments
About the presenter
David is the Founder and CEO of Pantile Investments, a company which builds AI-native solutions from the ground up to manage client wealth, education, engagement, marketing, and support. David has over 10 years experience building AI technologies for finance and investing, mostly from his time managing hedge fund strategies for clients in Pantile's early days. David has a Doctorate in Finance from Washington University in St. Louis and is finishing a PhD in Computer Science at the University of Colorado Boulder, where he researches AI in finance and investing.
Watch the Recording
This webinar has ended. Watch the full recording below.
