​How Will Agentic AI and Regulation Change the Future of Wealth Management?

​From Robo-Advisers to Autonomous Advice: Balancing Innovation, Personalisation and Trust

​A little over a decade ago, robo-advisers promised to democratise investing, lower costs, and automate portfolio management. They changed the industry, but they didn't replace human advisers.

​Today, a new wave of innovation is emerging.

​Agentic AI has the potential to go far beyond portfolio construction. It can analyse client circumstances, generate recommendations, monitor portfolios, identify opportunities, interact directly with clients, and increasingly make decisions across the entire wealth management journey. At the same time, wealth managers face growing expectations around governance, accountability, suitability, explainability and customer outcomes. Existing regulatory frameworks are continuing to shape how firms deploy AI in client-facing environments.

​The question is no longer whether AI will impact wealth management.

​The question is how wealth managers can harness AI-driven personalisation while maintaining the trust, transparency and regulatory standards that clients expect.

​Join us for Session 4 in our live series with Justin Peimani, Founder of Relace, as we explore how AI is reshaping wealth management and whether regulation might be one of the industry's greatest enablers rather than its biggest constraint.

​We'll discuss

​✅ What the industry learned from the rise of robo-advisers

​✅ How Agentic AI is changing the future of wealth management

​✅ The opportunities and risks of AI-generated financial guidance

​✅ Balancing hyper-personalisation with suitability and customer outcomes

​✅ Why regulation remains critical in building trust and protecting investors

​✅ The future role of human advisers in an AI-powered world

​Key Questions We'll Explore

• ​Are AI agents simply the next generation of robo-advisers, or something fundamentally different?

• ​How much of the advice journey can be automated while maintaining trust?

• ​Can personalised AI-driven recommendations remain compliant at scale?

• ​Who is accountable when AI influences investment decisions?

• ​Will the winners in wealth management be those with the best AI, or those with the best governance?

​Who Should Attend?

• ​Wealth Managers

• ​Private Banks

• ​Independent Financial Advisers

• ​Family Offices

• ​WealthTech & FinTech Founders

• ​CIOs, CTOs and Product Leaders

• ​Risk, Compliance and Regulatory Leaders

• ​Anyone interested in the future of financial advice

​Catch Up on Previous Sessions

​📺 Session 1: Compliance Isn't a Team. It's a Product Problem.

​📺 Session 2: Everyone's Selling Finance. Hardly Anyone's Licensed.

​📺 Session 3: Nobody Wrote Rules for This. Plenty Already Apply.

​As wealth management evolves from human-led advice to robo-advisers and now Agentic AI, one thing remains constant: trust.

​Join us as we explore how innovation and regulation can work together to shape the next generation of wealth management.

​🎙️ Featuring Justin Peimani, Founder of Relace
🔗 Register: https://www.linkedin.com/events/7517962422578561024/

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