How AI Will Disrupt Financial Planning
The podcast hosted by Joe Halpern and AI expert Dr. Alex Wissner‑Gross explores how artificial intelligence will reshape wealth management. Key points include the urgency for advisors to adopt AI, the near‑term possibility of full workflow automation, and the enduring importance of relationship‑based planning. The conversation also highlights longer client lifespans and the benefit of outsourcing investment management to OCIOs like Obsidian CIO. Listeners are encouraged to explore further resources such as the white paper on scaling RIAs.
Career Risk and Conviction: Inside Jeremy Grantham’s Investment Philosophy
Jeremy Grantham, co‑founder of GMO, has built a reputation for spotting market bubbles and enduring career risk, from the Japanese asset surge to the dot‑com crash and the 2008 housing crisis. His quantitative value‑quality model delivered strong outperformance for decades,...