Gaining Perspective

Sep 14, 2023

Artificial Intelligence has been a category-killer among investment themes in the past year.

Its impact on the wealth management profession has been profound, from gravity-defying value creation on the stock market to optimizing the day-to-day operations of an advisory practice.

Every participant in financial services, in companies large or small, needs to embrace and integrate this powerful technology into its future, or risk falling behind.

My guest today, Valery Talma, will share his perspective on the state of the art in AI investment management and how advisors can serve their clients better with AI-powered strategies.

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Here is a link for more information about Val and QueensField:

• QueensField AI Technologies website - http://www.queensfield.ai/
• Product Brochure : 5 Model Strategies Brochure
• QueensField AI Technologies Public Indexes Indexes:

  • https://merqube.com/index/MQQFUSAI

    https://merqube.com/index/MQQFUSAT

• White Paper on the Performance of AI-Powered ETFs

• Valery Talma Linkedin page: Valery Talma Profile

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.