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Investing Smarter with AI with Chris Shuba

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Manage episode 414241768 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

262 episodes

Artwork
iconShare
 
Manage episode 414241768 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

262 episodes

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