Views from the Advisor: Building a Wealth Practice, AI, and the Intersection of Capital Markets with James Annis Join leading financial advisors for a dynamic conversation on what it takes to grow a modern wealth practice. From harnessing AI and new technologies to navigating evolving client expectations and capital markets, this session explores the tools, trends, and strategies shaping the future of advisory success.
Thursday August 21, 2025 2:15pm - 3:00pm EDT Fairmont Château Laurier1 Rideau St, Ottawa, ON K1N 8S7
