Experts shared their thoughts on how generative AI is transforming investment portfolios, creating new opportunities while raising important risks to consider. The conversation also explored the rising influence of private credit, with debates on whether the market is in a bubble. Additionally, the evolution of the Total Portfolio Approach in wealth management was highlighted, as more firms are focusing on a holistic strategy that aligns clients’ life goals with their financial objectives.
Watch the exclusive video interviews below:
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Check out our LinkedIn highlights for each panel:
