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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Feb 28, 2024

In this episode of the TechStack podcast Adam Carolan talks to Doug Fritz CEO of F2 strategy.

Here they talk about AI in WealthTech today, diving into how artificial intelligence is used in UK wealth technology, with real examples.

They also talk about the challenges and risks with tech in finance from keeping data safe to making sure AI advice is reliable.

And finally what's next for WealthTech. See what innovations and AI developments can we expect to see in the UK's financial planning scene in the coming years.

Join our community: www.nextgenplanners.co.uk

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