Wealth Advisers Cling to Relevance While Clients Chat Up Claude

Down the Wealth Walkway on South Beach, toward the Breakthru Pavilion, and along Fintech Alley lies the AI Playground.

It’s mid-March, and thousands of wealth-management pros have descended on Miami Beach to see what artificial intelligence has in store for them. Sandy-toed and clad in beachy business casual, they’ve arrived at this 23,000-square-foot beachfront pop-up erected for a conference aptly — or optimistically — named Future Proof.

Just about everyone everywhere is wondering where AI will take us. But few places capture the amalgam of dread, hope and hype in white-collar America today quite like this four-day journey into tomorrow.

Financial advisers and vendors at the AI-focused Future Proof Citywide event in Miami Beach, Florida in March.

Source: Future Proof

Old-school wealth managers ...