Generative AI can offer enhanced trading insights from unstructured data and help wealth managers see thousands of portfolios, revealing both the costs and the risks. It can help deliver better personalised advice and more relevant investment products to more people. AI innovation can also create operational efficiencies, but with the next generation seeking advice through a hyper-personalised, data-driven model, is it also being used to exceed a client's

service expectations? And how can firms ensure the technology being used is enhancing, rather than eroding, client relationships?
Professional standards CPD: 0.67 General
ASIC RG146 CPD: 0.67 Generic knowledge