Analysis of the 3 key wealth management news stories | AI: what impact for wealth management advisors?
Conseils de proServices company and technical service provider
2026-09-30 | 02:00 PM - 02:45 PM | Rhône 3a
Informations
• Analysis of 3 key heritage news items (C.Orlhac)
o The pitfalls of beneficiary designation
o Manual donation of shares
o Civil society, overdrawn current account and inheritance treatment
• AI: What impact for wealth management advisors? (D. Asseraf and N. Obolensky)
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