Advising Clients in the Age of AI: A Behavioural Finance Perspective
IFB Member: $25
Non-Member: $35
In this session, participants will be briefly introduced to the field of behavioural finance to gain familiarity with key concepts. Then, we will share research and insight into how clients think about, engage with, and follow advice informed by AI or even provided by AI agents, a recent area of focus in behavioural finance. The session will conclude with a discussion of key risks associated with client-facing applications of AI and how they can be mitigated, including insight into regulatory approaches.
From our 2026 Virtual Spring Summit
Featured speaker:
- Sasha Tregebov
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