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The Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations

Wealth Management

The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments—these are important topics for today’s investors.

Assets 118
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Weekend Reading For Financial Planners (August 12-13)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

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AI Alone Won’t Magically Unlock Earnings Power

Advisor Perspectives

Artificial intelligence has quickly become a hot topic around dinner tables and in corporate boardrooms. But delivering business benefits from AI will take time. Investors should proceed with caution.

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Weekend Reading For Financial Planners (December 30-31)

Nerd's Eye View

Also in industry news this week: After the Massachusetts state regulators proposed a regulation that would require businesses to provide accurate up-front pricing information before a customer provides any personal information, life insurance industry groups have requested an exemption from the rule (since insurers need to have at least some of the (..)

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Is AI putting your future at risk?

Million Dollar Round Table (MDRT)

By Mike Beirne, Round the Table editor Artificial intelligence (AI), to some, is the bad genie that will unleash disinformation, job losses and other chaos onto mankind. For Jonathan Peter Kestle, CLU, B Com , ChatGPT is like a college intern who majors in English. ChatGPT answered instantly with prose.

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The Future of Investment and Wealth Management

Advisor Perspectives

Topics discussed included the future of investment management and generational differences among investors as well as trends and technologies transforming the industry, including artificial intelligence (AI) and digital assets.

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Designing “Custom GPTs” With Advanced ChatGPT Features To Enhance Advisor Capabilities With AI

Nerd's Eye View

One of his most used prompts processes discovery meeting transcripts and allows users to gather, summarize, and organize key information, including demographic data, topics discussed, key points, action items, and next steps.