Big Picture In Practice

Decode AI Uses in Wealth Management With Fidelity’s Head of Data Strategy


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Even if you live under a rock, you’ve probably heard the recent buzz around artificial intelligence. In the financial services industry, AI has sparked enthusiasm with its promise to automate tedious tasks and revolutionize efficiency, products, and services. But it’s also raised concerns, as financial regulators explore guardrails and practitioners evaluate potential biases.

To understand what AI means for wealth management professionals and investors, the Big Picture in Practice podcast went to the experts.

Andrew Brzezinski, head of data strategy, business intelligence, and advanced analytics at Fidelity Investments, defines AI and what it means for the future of financial services.

You can listen to this and other episodes of Morningstar’s Big Picture in Practice podcast on a variety of platforms. Keep up with the latest episodes by subscribing to our Big Picture in Practice Newsletter.

If you have questions or ideas for future topics, email us at [email protected].


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Big Picture In PracticeBy Morningstar, Ben Johnson, Julie Willoughby

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