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DESCRIPTION:AI is already reshaping advisory technology\, and the most consequential changes may still be ahead. Will AI extend an advisory firm’s reach\, deepen the client relationships at its foundation\, or simply redefine what it takes to remain competitive? In this candid exchange\, Michael Kitces and Ritik Malhotra will pressure-test what AI means for advisor capacity\, fees\, and the evolving tech stack\, what custodial consolidation could mean for choice and independence\, and the ultimate question for firms that achieve meaningful scale: Is the endgame an enduring independent enterprise or an eventual sale?\n\n------\n\nCreate your own Add to Calendar links with addevent.com/r/a \n
X-ALT-DESC;FMTTYPE=text/html:AI is already reshaping advisory technology, and the most consequential changes may still be ahead. Will AI extend an advisory firm’s reach, deepen the client relationships at its foundation, or simply redefine what it takes to remain competitive? In this candid exchange, Michael Kitces and Ritik Malhotra will pressure-test what AI means for advisor capacity, fees, and the evolving tech stack, what custodial consolidation could mean for choice and independence, and the ultimate question for firms that achieve meaningful scale: Is the endgame an enduring independent enterprise or an eventual sale?<br /><br />------<br /><br />Create your own Add to Calendar links with addevent.com/r/a <br>
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SUMMARY:Building Your Advisory Empire: Will AI Rewrite the Rules of Scale?
DTSTART;TZID=America/Los_Angeles:20260915T104500
DTEND;TZID=America/Los_Angeles:20260915T111500
DTSTAMP:20260923T015112Z
TRANSP:OPAQUE
STATUS:CONFIRMED
SEQUENCE:0
LOCATION:Savvy Wealth Booth
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