This just in: CEO Chris Shuba in Financial Planning

Helios CEO Chris Shuba recently joined the Talk Your Book Podcast to delve into cutting-edge developments and new trading capabilities powered by artificial intelligence. In this must-listen episode, Chris covers a range of insightful topics that financial advisors and enthusiasts won’t want to miss.

Here’s a sneak peek into the podcast discussion:

  1. Tech Trends in 2024: Explore the dynamic landscape of advisor technology and the anticipated growth trends in 2024.

  2. AI Revolution with Helios: Learn about Helios’ innovative use of artificial intelligence, revolutionizing the way financial advisors approach their work.

  3. Quant Strategies and Portfolio Turnover: Understand the issues surrounding quant strategies and portfolio turnover for advisors, and how Helios is navigating this complex landscape.

  4. Revolutionary Trading Execution: Get an exclusive look at Helios’ new trading execution capabilities, enhancing efficiency and effectiveness for advisors.

  5. Tailored Models and Algorithms: Delve into the world of custom models and algorithms, designed specifically to empower financial advisors with personalized strategies.

Listen to the full podcast here.