MILEMARKER WEBINAR

How I AI: with Laura Hubbell, CFA | SignatureFD

This session has already aired. Request access to the full recording — Laura Hubbell, CIO of SignatureFD, on real-world AI use inside an RIA.

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What you'll learn

01.

Where AI has earned a permanent place in real firm workflows — and where it hasn't

How to unify custodian, CRM, and portfolio data into a single normalized view

02.

The specific use cases that stuck versus the ones that quietly faded away

Automation playbooks that eliminate manual reporting and free advisor time

03.

What it takes to move from “we have AI tools” to “our team actually uses them”

The infrastructure decisions separating fast-growing firms from the rest

About this webinar

Many RIAs have adopted AI tools, but few have successfully integrated them into their daily workflows. This session explores why AI adoption often stalls after initial experimentation and what it takes to make it a meaningful part of how firms operate.

A practical, honest conversation with Laura Hubbell, CFA on real-world AI use—what works, what doesn’t, and how firms can move from trying AI to actually using it.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

A practical, honest conversation with Laura Hubbell, CFA on real-world AI use—what works, what doesn’t, and how firms can move from trying AI to actually using it.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

About this webinar

A practical, honest conversation with Laura Hubbell, CFA on real-world AI use—what works, what doesn’t, and how firms can move from trying AI to actually using it.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.