Investing Smarter with AI with Chris Shuba

What this episode covers

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 33 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on April 24, 2024.

What is this episode about?

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the...

Can I download this The Plannex Podcast episode?

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