AI and the Future of Wealth

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future. In this episode you’ll hear from: Adam Katz - Partner and Head of Founder and Entrepreneur Group at Corient Kelly Coffey - Co-founder of Verita Strategic Wealth Partners Gary Hirschberg - CEO of Aaron Wealth Ron Albahary - CIO of LNW Tripp Friedler - CEO of Free Gulliver Timestamps: 00:00 - What 5 Wealth Leaders Really Think About AI 01:11 - AI is Inventing Hours (Adam Katz) 04:06 - Starting an AI-Native Wealth Firm (Kelly Coffey) 08:10 - AI for Institutional Due Diligence (Gary Hirschberg) 10:34 - Cutting the Cord on Old Tech (Ron Albahary) 14:22 - “I Was a Skeptic.” (Tripp Friedler) 17:36 - Will AI Destroy Jobs? 19:26 - The Big Takeaway — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)