Beacon Pointe co-founder Shannon Eusey joins advisory board of AI wealthtech firm - InvestmentNews
AI SummaryAI-generated — verify against the source.Shannon Eusey, co-founder of major RIA Beacon Pointe, has joined the advisory board of an AI wealthtech firm. This move signals continued industry validation of AI-driven solutions within the wealth management space and suggests that large advisory firms are actively shaping the development of these tools.
Read full article at google-ai-financeWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- The T&E Inner Circle |The Intrigue and Potential of AI
This article from WealthManagement.com discusses the intrigue and potential applications of AI within the Trust and Estate (T&E) planning se…
- Fintech bytes: Northwestern Mutual picks Jump for enterprise AI - InvestmentNews
Northwestern Mutual has selected Jump, an AI-powered platform, to integrate enterprise AI capabilities into its operations. This move highli…
- The WealthStack Podcast: How AI Is Modernizing Private Markets with Arch’s Ryan Eisenman
This podcast episode features Ryan Eisenman of Arch discussing how AI and automation are streamlining the traditionally opaque and manual pr…