Episode #3
Episode 3.3 with Kelly MacDonald and Matt Saunders
May 28, 202635 minS3
<p>Kelly McDonald and Matt Saunders sit down for a candid conversation about the use of AI tools and AI-related risks in the financial services industry.</p>
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business
Hosted by Advisor.ca · business · EN · 13 episodes
Canadian Advisor.cast is a podcast dedicated to financial advisors and those who work with them. Host Kevin Press goes in-depth with guests from inside and outside the industry.
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Signup to Generate a PitchCanadian Advisor.cast is a business podcast hosted by Advisor.ca, with 13 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Advisor.ca hosts Canadian Advisor.cast, a business show with 13 episodes published.
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Episode #3
<p>Kelly McDonald and Matt Saunders sit down for a candid conversation about the use of AI tools and AI-related risks in the financial services industry.</p>
Episode #2
<p>Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm business models.</p>
Episode #1
<p>Health futurist and strategist Zayna Khayat talks about your client's lifespan, healthspan and wealthspan. As our health-care system is transformed by technology and longevity, retirement planning has grown more complex than ever.</p>
Episode #5
<p>Dan Hallett, vice-president, research & principal at HighView Financial Group talks about the product development process, alternative investments, title protection and his return to advocacy work.</p>
Episode #4
<p>Preet Banerjee joins us to talk about how technology and social media are reshaping the wealth management industry — as well as how financial advisors can use new tools to their advantage.</p>
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