Basis Points AI is changing advice forever - Kunal Kapoor | Morningstar
Recorded at the Morningstar Investor Conference, today we're joined by Kunal Kapoor, CEO of Morningstar Global.
Australia always lags behind the US in technological adoption. So, with Kunal Kapoor out from Morningstar's global headquarters in Chicago, we wanted to hear how advisers in the US were adopting AI technology and what parts of an advice practice were seeing the most disruption. Suffice to say, AI is a technology advisers are going to want to stay up to date with.
In today's episode we discuss:
- How advisers in the US are integrating AI into their day-to-day workflow
- Challenges in adopting AI
- Evaluating different AI tools and what makes AI useful?
- Where this technology will go over the next 5-10 years
- The abundance of choice in private markets and how advisers can navigate it
- Using ratings and data-driven tools to evaluation private market opportunities
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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