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SIAA 2026 Conference
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Technology-enabled advice
Presentation

Presentation

9:05 am

20 May 2026

Ballroom

Plenary Session 9: Technology-enabled advice

Themes

SIAA 2026

Talk Description
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? 

Speakers