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Title

CFAH Meeting - Will Trout

Event Description

Connections Made Simple Via Automated Advice: The Power of AI in Wealth Management
Machine learning enhancements are freeing the advisor from rote tasks. Explore the degree to which AI represents a logical next step in the development of automated advice, helping to scale asset management functions and the thinking and reach of the human advisor


Speaker:​

Will Trout
Senior Analyst
Celent

William Trout leads Celent's global Wealth Management practice. His research centers on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, the use of digital tools and wealth management platform technology. An authority on the robo advisory business, William has been widely quoted in Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.

Prior to Celent, William was head of product and segment development for affluent and high net worth customers at BBVA Compass. He holds an AB from Harvard College.


Event Type

Society

Education Topic

 

Start Time

4/18/2018 11:30 AM

End Time

4/18/2018 1:00 PM

City

Houston

State/Province

TX

Event Country

 

Event Region

Americas

Location Info

The Briar Club
2603 Timmons Lane
Houston, TX 77027​

Speaker

 

CE Credits

 

SER Credit

n/a

Currency

USD

Member Price

Free

Non-Member Price

$40

Candidate Price

$40

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 12/18/2017 5:20 PM by kellyw@amc-texas.com
Last modified at 4/13/2018 10:50 AM by kellyw@amc-texas.com