TLDR: Financial Planning’s second annual ADVISE AI conference is scheduled for October 28-29, 2025, at the Wynn Las Vegas. The event will focus on the transformative role of artificial intelligence in wealth management, featuring Jason Pereira of Woodgate Financial as a speaker. Pereira will discuss ‘Artificial Intelligence and the Future of Advice’ and seeks to learn about practical AI implementations and productivity gains among various advisory firms.
Las Vegas, NV – Financial Planning’s highly anticipated ADVISE AI conference is slated to return for its second annual iteration on October 28-29, 2025, at the Wynn Las Vegas. The event is poised to be a pivotal gathering for wealth management professionals, focusing entirely on the profound shifts brought about by artificial intelligence (AI) within the industry.
Jason M. Pereira, Senior Partner and Financial Planner at Woodgate Financial Inc. in Toronto, will be a prominent speaker and attendee at the conference. Pereira is scheduled to lead a session on October 28 titled ‘Artificial Intelligence and the Future of Advice,’ where he will discuss ‘Augmented humanity’ alongside Brian Portnoy, founder of Chicago-based behavioral finance consultancy Shaping Wealth. Their shared thesis posits that AI can make the financial advisory industry ‘more human’ by reducing research and service delivery time for advisors, while also fostering the development of more empathetic human beings.
Beyond his speaking engagement, Pereira expressed keen interest in networking with peers to understand the current state of AI implementation across various advisory structures, from solo RIAs to larger enterprises. He aims to uncover how firms have modified workflows and business processes to leverage AI and the resulting productivity gains. ‘We’re almost three years into the generative AI world, so we should be beyond people just talking about its potential,’ Pereira noted, emphasizing a desire for concrete examples and practical applications.
The ADVISE AI conference is designed to equip wealth management leaders with the knowledge to leverage AI and machine learning effectively, improving and scaling their businesses. Attendees will gain insights into cutting-edge tools and real-world use cases, with in-depth workshops covering the latest AI technology, automation potential, and workflow simplification through modern tech stacks.
The comprehensive agenda includes sessions on diverse applications of AI, such as smarter marketing strategies for client attraction and engagement, and navigating the complex landscape of AI and compliance in a regulated environment. Other topics will delve into AI in document extraction, creation, and analysis, as well as its role in behavioral finance.
The event will feature a robust lineup of speakers and participants from around the globe. Richard Chen, founder of New York-based Brightstar Law Group, will join Beth Haddock of AdvisorEngine for a panel on ‘AI & Compliance: Navigating the New Frontier.’ Ian McKenna, Director of the Finance & Technology Research Centre in London, will also be attending, eager to observe the leading edge of advisor AI and the rapid pace of technological advancement. Amy Young, Managing Director, Capital Markets Industry Advisory at Microsoft, will share insights on evaluating emerging technologies and anticipating future disruptions. Live demonstrations of popular AI tools like Claude, ChatGPT, CoPilot, Perplexity, and Gamma are also planned to showcase immediate, actionable use cases for wealth managers.
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The conference underscores the industry’s commitment to understanding and integrating AI, moving beyond theoretical discussions to practical implementation that can transform wealth management from portfolio design to client proposals.
