Dave Alison
President at Prosperity Capital Advisors, offering investment advice for ultra-high net worth clients.
Best podcasts with Dave Alison
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13 snips
Sep 30, 2025 • 57min
AI as the Next Thought Partner in Finance
Dave Alison is the President of Prosperity Capital Advisors and CEO of Alison Wealth Management, while Ian Karnell is the CEO and co-founder of VastAdvisor.ai, specializing in AI for financial advisors. They delve into how AI reshapes financial advisory, enhancing productivity and client relations. Discover practical AI applications, from improving client acquisition and compliance to reducing advisor workload. They also discuss the importance of governance and retaining the human touch in client relationships amidst technological advancements.
Sep 5, 2024 • 49min
Verizon to Buy Frontier for $9.6 Billion in Broadband Push
In this lively discussion, Chris Palmeri and Michelle Davis reveal Verizon's strategic $9.6 billion acquisition of Frontier Communications and its potential to enhance broadband access. Dave Alison shares investment strategies tailored for ultra-high net worth clients amid economic uncertainties. Richard Edelman highlights findings from the Trust at Work report, shedding light on workplace trust gaps due to globalization and AI. They also tackle the evolving roles of technology in financial advising and the future influence of AI on job markets.
