The Advise AI conference, organised by Financial Planning, is a leading event dedicated to exploring the intersection of Artificial Intelligence (AI) and wealth management. It aims to guide wealth management leaders in leveraging AI and machine learning to improve business operations, enhance client engagement, and achieve growth.
In essence, the Advise AI conference serves as a crucial platform for wealth management professionals to gain knowledge, explore practical applications, and network with industry leaders to effectively integrate AI into their practices and stay ahead in the evolving landscape of financial technology.
About the conference:
- 100% Focus on AI: The conference is the only wealth management event exclusively dedicated to AI and its applications in the industry.
- Practical Applications: The event focuses on showcasing real-world use cases of AI tools and providing actionable insights for attendees to implement AI in their firms.
- Industry Expertise: It features insights from top experts and innovators in the field, including names like Michael Kitces, a prominent figure in financial planning.
- Target Audience: The conference is designed for wealth management leaders seeking to harness the power of AI to transform their businesses.
Key Discussions – Topics covered include:
- Reducing overhead and improving profitability with AI solutions.
- Meeting data protection and legal requirements through AI.
- Attracting tech-savvy clients and positioning businesses for the future.
- Scaling operations and improving client engagement using AI and machine learning.
- Navigating the landscape of overwhelming AI options and uncertainty.
VENUE:
Wynn Las Vegas Hotel, 3131 Las Vegas Blvd S,
Las Vegas, NV 89109
Rate $299 for bookings before September 18, 2025
Online reservation link: https://book.passkey.com/e/50996729








