Revolutionising Wealth Management: Key Lessons and Predictions from Top AI Experts


This year’s Wealthstack conference included a series of sessions on Artificial Intelligence and key lessons on how it will impact our industry. Rather than provide a summary of complete debates I will focus most of my coverage as bullet point summaries of the key issues raised with the objective of conveying as much useful information as possible concisely.

The session, titled “Navigating the AI Driven Future of Wealth Management,” brought together seasoned professionals who shared their insights on AI adoption and its implications for the industry.


  • Ashley Longbaugh, Principal Analyst at Celent.

The panel:

  • Ritik Malhotra, Founder and CEO of Savvy Wealth.
  • Gabe Rissman, Co-founder and President of YourStake; and
  • Alec Crawford, Co-founder of Artificial Intelligence Risk Inc.

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