Mitten Money

How AI is Shaping the Future ft. Capital Group


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In this episode of Mitten Money, Will & Kevin dive into the impact of artificial intelligence on the financial industry with Wassan Kasey and Winston Chang from Capital Group. As a practice management consultant, they share insights on how AI is shaping financial advising, enhancing efficiency, and changing the way advisors connect with clients.

We discuss the opportunities and challenges AI presents, its role in investment management, and how financial professionals can adapt to this rapidly evolving landscape. Whether you're in the industry or just curious about the future of finance, this episode is packed with valuable insights.

Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

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Mitten MoneyBy Tri-Star Trust

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