AI is everywhere… except in retail wealth: Consumers trust AI for search, writing, and service, but most still rely on familiar models for investing and advice. This panel explores what’s really slowing adoption – accountability, regulation, data and integration, and the bar for proving better outcomes – and what “responsible” AI in portfolio management could look like next.
Speakers
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Salim Naran President, Growth Portfolio Questrade -
Braden Dennis CEO Fiscal AI