Artificial intelligence is no longer an emerging concept for registered investment advisors (RIAs). It is quickly becoming a competitive necessity. According to new research from Charles Schwab Advisor Services, AI adoption is accelerating across the RIA industry, with 63% of firms already using the technology1.
The Schwab Advisor AI in Action white paper delivers a clear, data-driven picture of AI adoption across the RIA industry, based on survey insights from more than 530 advisors. From the administrative tasks where firms are already saving time, to the governance frameworks and leadership cultures that enable firms to effectively support their business. These findings give financial advisors and wealth managers a practical benchmark for their own AI journey and a roadmap for what comes next.
By downloading this white paper, you will get:
- A data-backed snapshot of AI adoption rates across RIA firms, including where the industry sits between experimentation and strategic integration
- Insight into which administrative and client-facing tasks are generating the greatest efficiency gains through AI tools
- An analysis of the leadership behaviors and firm cultures that consistently drive successful AI implementation
- A breakdown of the data governance and security practices firms need to scale AI responsibly
- A forward-looking view on intelligent agents and generative AI, and what they mean for the advisor-client relationship over the next 12 months
The firms that act now, with intention and the right infrastructure, can build a stronger foundation for the future. Download Schwab Advisor AI in Action and benchmark your practice against the industry today.
Sources
1 – Charles Schwab White Paper: Advisor AI in Action (0126-UZ0C)
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