Webinar
Technology disruption: How AI and fintech are transforming wealth management
Hosted by CFA Institute
Jul 10, 2025 Online / Virtual
About This Event
This webinar examines how artificial intelligence and fintech innovations are reshaping wealth management practices. Expert panelists discuss AI-driven portfolio management, robo-advisors, the future of human versus machine capabilities, client experience personalization, and cybersecurity challenges in the digital financial services landscape.