2025 proved to be a watershed year for artificial intelligence in the wealth management industry.
On the upside, AI-powered prospecting and note-taking were among the first areas where many advisors saw the technology add value to their businesses.
On the downside, some worried that over-automation, especially in the areas of investment and financial planning, could result in advisors being altogether replaced by AI at some point in the future.
With 2026 looking to be another fast-paced year for AI innovation and adoption, here are 10 things we learned about this burgeoning technology in 2025:
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