Tag Archives: #AI

Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

WisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures.

Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, with a focus on thematic equity.

 

In this episode, Chris introduces us to the transformative power of artificial intelligence (AI) and its investment implications, offering insights into the past, present, and future of this groundbreaking technology.

Topics also discussed:

  • WisdomTree and its mission in investing.
  • The historical background of artificial intelligence (AI) from its inception to recent advancements as well as comparing AI with past technological revolutions.
  • Impacts of AI on daily life and the degree of transparency in technology dissemination.
  • The widening adoption of AI in various sectors such as search engines, entertainment platforms, and virtual assistants.
  • Potential fears surrounding the rapid growth and widespread adoption of AI.
  • Market perception of AI as an investment, with examples like Nvidia’s exponential revenue growth.
  • Investment options for accessing AI, including Wisdom Tree’s AI and innovation fund (WTAI) and US quality growth strategy (QGRW).
  • Benefits of investing in AI through ETFs, such as transparency and tax efficiency.
  • Distinctive features of WisdomTree’s approach to AI investing, emphasizing diversified exposure and risk management.
  • Christopher Gannatti’s podcast, “The Next Big Thing,” covering various thematic topics including AI, available on multiple podcast platforms.

 

Resources: 

WisdomTree

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Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

Jack Swift is the CEO of TIFIN AMP, a division of TIFIN and an AI-driven platform for asset management distribution.

In this podcast, we’ve invited Jack to speak on the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market.

They also discussed:

  • The key questions TIFIN AMP is looking to solve for asset managers and how the firm functions 
  • How asset managers partner with the TIFIN AMP team and the variety in the firm’s partnerships
  • How the firm measures success 
  • The capabilities and advantages of the platform compared to an asset management in-house data science team 

 

Resources: 

TIFIN AMP

 

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Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor.

In this podcast, Vinay brings his extensive background in both the academic and business world to give us a rundown on major industry trends and the AI technology TIFIN Wealth utilizes to help advisors and firms better serve their clients.

They also discussed:

  • The early focus on AI by TIFIN and the evolution they foresee
  • The capabilities of AI and its impact on advisors
  • The challenges advisors are facing in terms of driving growth
  • Firms utilizing their existing data to find new opportunities

 

Resources: 

TIFIN 

 

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Episode 165 – The Rapidly Changing Product Landscape with Scott Hawkins

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

The Power Your Advice podcast welcomes Scott Hawkins, the Head of Insurance Research at Conning. Conning serves as a leading investment management firm, supporting institutional investors including insurers and pension plans with investment solutions, risk modeling software, and industry research.

Doug and Scott discuss the research themes Conning and its Insurance Research department are following, while also examining the rapidly changing product landscape and how consumers can stay consistently educated.

They also discussed:

  • The value-added differentiator Conning provides in insurance research
  • The restructuring of annuities, an area Hawkin’s team has been following for over a decade
  • The passage of SECURE Act 2.0
  • What the continued rising of interest rates has created for the annuity industry from the insurance side
  • How AI will affect the insurance industry
  • The opportunity in front of advisors in terms of retirement decumulation and protected products
  • Whether Hawkins is bullish on the industry’s ability to help consumers be successful given all the current variables

 

Resources: 

Conning

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Episode 163 – Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , , ,

In this episode, Michael Scaplen, Head of Business Development at Axos Clearing, hosts an exclusive Axos Clearing “AxKicker Podcast” for the Power Your Advice series. Michael is joined by Chris Versace, the Chief Investment Officer and Thematic Strategist at Tematica Research: the lead Portfolio Manager for the Action Alerts Plus newsletter. 

Michael and Chris dive into the current state of the market, the effects of inflation and other factors on it, and how Axos Financial and Tematica Research are prepared for the short-term and long-term impacts.

They also discussed:

  • The possibility of one more quarter-point coming on 
  • If inflation will continue to rise and the sequential impacts that might follow
  • The concern of the retail community over-leveraging themselves in this inflation environment
  • The near future of brick-and-mortar establishments and commercial real estate as a whole
  • The future of online banking technologies and how Axos Financial is at the forefront of the movement
  • The AI-driven impacts on the stock market
  • Thematic versus sector investing

 

Resources: 

Axos Clearing

Tematica Research

 

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Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines. 

In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: 

  • Andrew’s background growing up in a family of advisors
  • The solutions FP Alpha provides to advisors and the journey of its creation
  • Why tax planning and estate planning are key areas to providing holistic advice
  • How Andrew and his firm have used FP Alpha for personalization
  • AI’s impact on personalization and how advisors do business
  • Why Andrew decided to offer his solution to the industry instead of keeping it for his firm

Resources: FP Alpha 



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Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

​​David Aferiat is the founder & managing partner of Trade-Ideas, which publishes actionable market intelligence to help customers capture alpha in the capital markets. In this episode of Power Your Advice, Doug Heikkinen and David discuss how Trade-Ideas makes technology normally available to hedge funds available to financial advisors and investors.

  • How Trade-Ideas makes artificial intelligence (AI) accessible to professional traders
  • How AI provides the guardrails to help advisors make decisions
  • Why David thinks advisors may be reluctant to adopt this type of technology
  • Where David sees AI & Trade-Ideas headed in the next five years

Resources: Trade-Ideas

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