Regulators Using AI To Boost Their Effectiveness
We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.
Will Financial Advisors become half human, half robot Cyborg’s
We talk to Kendra Thompson on the future of asset management and the role of hybrid advice and the bringing together machine learning and humans.
The Connection Between Gender and Investment Risk Tolerance
We talk to Dr. Rui Yao about the connection between gender and investment risk tolerance.
Planning for the future for families of kids with disabilities
Jeff Dobbin joins us to talk about the resources available for families of kids with disabilities in planning for their future.
Putting Wealth To Work
Author Joel Fleishman joins us to talk about his new book “Putting Wealth to Work” and questions the philanthropy view of ‘giving while living’ approach.
Fighting flight issues on your behalf
Jacob Charbonneau from FlightClaim.ca joins us to talk about fighting the fight on behalf of the customer.
