Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™For CPA TrendlinesFew people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Blockchain Alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence.  MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management MORE Dr. Sean Stein Smith | Crypto Tax Planning – Beyond the Basics & What Practitioners Need to Know Going Forward | Dec. 11, 12:30 p.m. ET | On-Demand “The whole blockchain conversation has moved from the back burner to the front [burner],” he says. “Every major financial institution is entering the on-chain space.”And CPAs can no longer afford to ignore it.