In this special episode sponsored by Obsidian CIO, hosts Bob Huebscher (Founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) are joined by AI expert Dr. Alex Wissner-Gross to explore how artificial intelligence is reshaping the future of wealth management, advisory firms, and society as a whole.
From automating advisor workflows to extending human longevity, the discussion examines the profound opportunities AI creates for financial professionals—and why advisors who embrace these changes today will be better positioned for the future.
- Adopt AI Early — Learn why advisors who begin integrating AI into their businesses today will gain a meaningful competitive advantage as the technology continues to evolve.
- Automate Routine Workflows — Discover how AI is expected to streamline operational tasks, allowing advisors to spend more time on client relationships and strategic planning.
- Redefine the Advisor’s Value Proposition — Explore why relationship management, holistic financial planning, and personalized advice will become even more valuable in an AI-driven world.
- Prepare for Longer Client Planning Horizons — Understand how advances in longevity science could reshape retirement planning, wealth transfer strategies, and multi-generational financial advice.
- Leverage Strategic Outsourcing — Learn how partnering with an OCIO can help advisors delegate investment management while focusing on delivering greater value to clients.
- Understand AI’s Broader Impact — Gain perspective on how artificial intelligence is expected to transform industries, scientific discovery, healthcare, and economic productivity over the coming decade.
Listen to the full Advisor Wars podcast on Spotify.
IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing. The podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
