Financial Planning announces the nine winners of its inaugural Innovation Awards
Summary
"We recognized the significance of AI for the wealth management industry immediately," says Brian Wallheimer, Editor-in-Chief at Financial Planning. The brand-new event is designed to guide wealth management leaders in leveraging AI to scale operations and improve client engagement. Through authoritative journalism, events, research and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax and regulatory requirements. Arizent is a business information company that advances professional communities by providing insights and analysis and convening industry leaders. Arizent also connects business communities through leading financial services brands like American Banker, The Bond Buyer, Financial Planning and National Mortgage News, as well as professional services brands like Accounting Today, Employee Benefit News and Digital Insurance.