Aveni forms AI advisory board with wealth management leaders

C-level executives from Succession Wealth (part of Aviva), Schroders Personal Wealth, 7IM and Rathbones met yesterday (30 June) for the inaugural CAB forum, where they discussed how AI could be deployed responsibly to improve operational efficiency. Aveni chair Colin Clark said: "We're bringing together some of the most respected leaders in wealth management and financial planning to define how AI serves the financial services sector. "This board will play a pivotal role in shaping a collaborative roadmap for innovation, ensuring AI is developed and deployed both responsibly and with ...