RIA and AI: A Powerful Duo Shaping the Future of Investment Advisory

In this captivating podcast episode, we delve into the intriguing world of Registered Investment Agents (RIAs) and their current relationship with Artificial Intelligence (AI). Join us as we explore how AI not only saves time and creates opportunities for RIAs but also influences the landscape of investment advisory in the next 5-10 years!

Wondering how AI will shape the future of investment advisory? Are you curious about the legal implications of RIAs utilizing AI? Discover the answers to these questions and more as we unravel the dynamic relationship between RIAs and AI!

So, grab your notepads and get ready to explore the cutting-edge world of AI and its role in the investment advisory realm. Hit that play button and dive into this thought-provoking discussion with our expert panel!

Featuring industry experts and thought leaders in investment advisory, this podcast provides valuable insights into the future of RIAs in an AI-driven landscape. Don't miss out on this enlightening conversation that could change the way you think about investment advice and AI technology!

The guests on this podcast are Chris Englebert, Chief Investment Officer at Englebert Financial Advisers, Bradley Rathe Chief Investment Officer at StrategIQ Financial Group, and Tim Ireland, Director of Product at Qdeck.

Intro - 00:00
RIAs Current Relationship with AI - 01:48
AI Saves Time and Creates Opportunity for RIAs - 07:57
AI Capabilities with QDeck - 14:18
The Importance of AI Revealing its Sources - 16:20
How will AI Shape the RIA Space in the next 5-10 Years - 26:01
Convincing the Next Generation to Use an RIA Advisor Instead of AI - 31:43
What to Think vs How to Think - 37:07
The Relationship Between AI and the Client - 43:03
Legal Implications of RIAs Using AI - 46:30
Solving the Fiduciary Problem - 49:40
10-Year Portfolio Projections - 53:59
AI Prompt Best Practices - 58:20
Final Thoughts and Outro - 01:03:17

#ria #ai #financialservices #investment #technology #podcast

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#RIA #AI #financial_services #investment #technology #podcast

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