Wall Street analysts debate the extent to which artificial intelligence has formed a stock market bubble or whether there’s a bubble at all. Whatever the answer, it’s clear that AI is making a mark across industries, including financial services.
Speakers at the Schwab Impact 2025 Conference, being held Nov. 4-6 in Denver, will explore the issue in educational sessions focused on AI’s role in the industry.
One session, “How Advisors are Using AI to Shape the Future,” will explore practical AI applications for advisors and what’s ahead for the industry more broadly.
Leading the session will be Adam Moseley, Schwab AI consulting director; John O’Connell, founder and CEO at The Oasis Group, which provides wealth management firms with technology strategy, cybersecurity, data analytics and AI services; and David Quisenberry, chief technology officer and chief information security officer, Ferguson Wellman Capital Management.
Quisenberry “will discuss how firms can responsibly adopt AI, strengthen their technology foundations and safeguard client trust in a rapidly evolving digital environment,” Schwab says.
In another session, Pave Finance's CEO, Christopher Ainsworth, is scheduled to lead a talk on AI, advisors and the future of portfolio management. Pave, which describes itself as an AI-powered personalized wealth management software company, recently raised $14 million in seed financing.
He is expected to make a presentation on how AI is reshaping portfolio strategy, as well as regulatory and compliance issues, according to Schwab.
“Pave will explore the fusion of artificial intelligence, machine learning, predictive analytics and investment management,” and will demonstrate its platform that provides advisors with personalized portfolio management, direct indexing and model automation for clients, Schwab says.
Another session, led by an executive and a portfolio manager from Gamco Investors, will explore the common characteristics of good investments and the themes driving stocks now, including AI and machine learning and cloud computing, and how to identify winners.
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