AI, ethics and advice: rethinking digital transformation in wealth management

Ali Al-Enazi explores how the future of wealth management hinges not just on cutting-edge technology, but on empowering people at every level, from leadership with a digital mindset to advisers embracing AI as a tool for deeper client engagement.

Experts from across the industry, ranging from futurists to innovation leaders, discuss how human connection, continuous learning and ethical responsibility are essential to navigating digital transformation and delivering long-term value.

The conversation also addresses the role of AI in enhancing (not replacing) advisory services, and how firms must protect against growing inequalities in an increasingly automated world.

This video is part of PWM’s ongoing series on innovation in wealthtech, covering key topics including AI transformation, challenges facing wealth managers, and the role of start-ups.