AI is rewiring the wealth management business model

2026

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AI-generated summary

This report explains how AI is fundamentally changing wealth management and provides actionable strategies for firms to adapt and thrive in this evolving landscape.

* Explores two potential futures for wealth management: AI displacement of advisors and the emergence of AI-first wealth managers.
* Details how AI can drive significant productivity gains across the entire wealth management value chain, from client acquisition to retention.
* Outlines key actions wealth managers must take now, including setting a strategic vision, mapping exposure, and investing in readiness and workforce preparation.

Tags: AI, wealth management, business model, disruption, adaptation

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