First Rate, Inc’s Post

🥃 It's here! The Special Edition of our Whiskey & WealthTech Podcast from #TSG’s #LondonPerformanceandRiskSummit is now live! 🎙️ Join industry expert panelists Alex Serman, CIPM, Alexander Shalson, Paul Farrar, and moderator Steve O'Brien, as they dive into the future of AI in wealth management. Discover how AI is revolutionizing performance reporting and reshaping the financial landscape. 🎧 Listen now: [Links to podcast in comments] #WealthManagement #AI #PerformanceReporting #TheSpauldingGroup #AgenticAI #WealthTech #FinTech #InvestmentPerformance #PerformanceMeasurement #PodcastRelease #NowLive

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