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Adjusted for Risk: How AI Can Impact the Wealth Management Industry and Your PracticeAdjusted for Risk: How AI Can Impact the Wealth Management Industry and Your Practice

Qdeck's Jag Prakasam and Keebeck's Bruce Lee discuss AI in depth.

Ryan Nauman, Market Strategist

June 24, 2024

During this very enlightening conversation, Qdeck CEO Jag Prakasam and Keebeck Wealth Management CEO and founder Bruce Lee dive deep into the subject of artificial intelligence.

Prakasam provides some great examples of how financial advisors can harness the power of AI to make their practices more efficient while not losing the personalized touch to help enhance the client relationship. Additionally, Lee describes how Keebeck Wealth uses AI, the impact it has had on their practice and some great tips on the implementation process.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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