The conversation around AI in the wealth management industry is moving quickly. As firms look beyond using AI as a productivity tool and begin exploring how it can take on larger parts of day-to-day operations, the questions become much bigger than the technology itself.
RIABiz recently explored that shift following Mariner Wealth Advisors’ $175 million commitment to deploy 700 AI bots across its operations. Our Founder & CTO, Leigh White, was among the industry leaders featured in the conversation, offering perspective on what this level of automation could mean for RIAs.
Leigh highlights an important part of the AI conversation: successful adoption is about more than implementing new technology. Firms also have to consider how AI fits into their existing infrastructure, how teams will work alongside it, and how leadership approaches the changes that come with automation.
As AI continues to reshape the way advisory firms operate, conversations like this are an important reminder that the technology is only one piece of the equation.
Read the full RIABiz article to hear Leigh’s and other industry leaders’ perspectives and explore what this next phase of RIA automation could mean for the industry.
-Leigh White, Founder & CTO
Myriad Advisor Solutions
