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SIAA 2026 Conference
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Plenary Session 9: Technology-enabled advice
Session

Session

9:05 am

20 May 2026

Ballroom

Themes

SIAA 2026

Session Agenda
From AI workflows streamlining processes for paraplanners to advisers being able to model the potential impact of macroeconomic events and market scenarios like pandemics on client portfolios, technology is reshaping wealth management. How can advanced portfolio construction capabilities and AI enable more personalised and timely advice?