PFP2602. Intelligent Portfolios: How AI Enhances Research, Allocation, and Client Decisions

Artificial intelligence is transforming investment management—from research and security selection to tax planning, rebalancing, and client communication. But planners often see only the extremes: either black-box “AI robo” marketing or discrete AI tips like “use ChatGPT to summarize earnings calls.”

This session goes deeper. We’ll examine how advisors can incorporate AI into the entire investment process—as a research assistant, portfolio analyst, risk evaluator, tax optimizer, scenario-generator, and client explainer—while maintaining human judgment, fiduciary standards, and compliance controls.

We’ll walk through practical examples you can use immediately, plus governance considerations that ensure AI augments your process safely and intelligently.

Advisors will leave with an actionable roadmap for building an AI-augmented investment process, not just a collection of tools.