How AI Will Transform Work, Longevity, and Wealth Management

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How AI Will Transform Work, Longevity, and Wealth Management

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In this special episode of Advisor Wars sponsored by Obsidian CIO, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) sit down with one of the foremost experts in artificial intelligence, Dr. Alex Wissner-Gross, to explore what AI means for the future of wealth management and the financial advisory profession.

Alex is a director or advisor to multiple AI companies, author of the daily AI newsletter The Innermost Loop, and co-host of the Moonshots podcast with Peter Diamandis. He is also co-author of the forthcoming book Solve Everything.

Over 45 minutes, he delivers a sweeping and often surprising perspective on where AI is taking our economy and specifically what it means for advisors, RIA owners, and their clients.

Whether you are deeply immersed in AI tools today or just beginning to explore what the technology means for your practice, this episode delivers critical context and practical implications that every financial professional needs to understand.

Key takeaways for advisors:
• Lean into AI now: Advisors who wait will fall behind
• Automate your own workflows: Full automation could be one to two years away
• Rethink your value proposition: Relationship management and holistic planning are the most durable advisory functions
• Clients live longer: Prepare clients for a dramatically longer planning horizon as longevity science accelerates
• Outsourcing: Outsourcing investment management (via an OCIO like Obsidian CIO) frees advisors to focus with confidence on their core value proposition.

The future of the profession will not look like the present, the advisors who thrive will be those who adopt and use AI.

Follow Alex’s work by subscribing to The Innermost Loop, or the Moonshots podcast with Peter Diamandis.

Listeners can download the white paper by Obsidian CIO, How to Scale Your RIA to $1 Billion and Beyond.

Subscribe to Advisor Wars on YouTube, Apple Podcasts, and Spotify to ensure you never miss an episode.

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IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is only offered to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.

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