The FCS is proud to partner with Financial Planning, an Arizent brand, for a free virtual event on March 12 exploring what financial advisors really think about artificial intelligence.
AI adoption in wealth management is accelerating, but strategy is often lagging behind experimentation. As firms explore use cases across marketing, client engagement, investment support and operations, many are working to balance innovation with governance, regulatory expectations and client trust.
In this exclusive webinar, Janet King, Senior Vice President of Content Strategy at Arizent, and Michael Moeser, Senior Content Marketing Strategist at Arizent, will present findings from new AI Readiness research and examine what the data reveals about:
- Advisor sentiment toward AI driven investment decisions and perceived levels of risk
- Where firms are seeing measurable efficiency gains and operational value
- Regulatory and compliance considerations shaping adoption
- What separates strategic AI adoption from isolated pilot programs
Following the research presentation, the speakers will discuss what these findings signal for firm leaders seeking to turn AI experimentation into sustainable competitive advantage.
In gratitude to the Financial Planning team for bringing this research to the FCS community, we are donating $1,000 to their children's charity of choice: Hope & Heroes — one of our Race for Kids charities — which funds life-saving work on childhood cancer and blood disorders.
Join us on March 12, 2026 for this free, live virtual event from 12:00 noon to 12:30pm ET.
