AI in Wealth: What's Real. What's Next.

About the Webinar:

A live discussion exploring where AI is already delivering meaningful value for advisors, where expectations are outpacing reality, and what firms should really be paying attention to as adoption accelerates. Drawing on insights from the Advisor360° 2026 Connected Wealth Report, Citywire USA’s Elle Winterson, hosts Taylor Ciavarra, Vp of Agentic Operations, Advisor360°, and James Cantwell, Founder of WealthTech Select for a 45 minute candid conversation.

Key Themes:

• Why advisor workflows still feel fragmented despite years of tech investment

• Where AI is genuinely improving productivity, service, and advisor capacity

• Why integration, structured data, and embedded workflows matter more than standalone AI tools

• How firms should think about trust, compliance, and client data security

• What the advisor experience could look like over the next five years

Access the Webinar