John’s general session, titled ‘Practical AI in Wealth Management: Strategic Integration for Fiduciary Success’ and taking place Tuesday, May 12th at 9:30am, will examine how artificial intelligence is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement. Through practical examples, it will address key risk, compliance, and governance considerations, including emerging regulatory and ethical expectations for 2026.
Attendees will be able to identify areas where AI creates measurable value in fiduciary and wealth management operations; evaluate AI applications for risk assessment and compliance oversight; and describe strategies for aligning AI innovation with regulatory and ethical governance expectations.