RIA+ The Big Picture: How AI Will Re-Shape the Business of Wealth Management
Dec 16, 2025
Join Abbe Galvez Cordon, Managing Director at TD Securities, and Neil Abramovage, Head of Global Asset and Wealth Management at TD Securities, as they explore the revolutionary impact of AI on wealth management. They discuss how AI can enhance advisor-client dynamics, improve profitability, and change valuation landscapes. With insights on practical AI applications already adopted by advisors, they predict a future where AI becomes a vital conversational partner in financial strategies. Dive into their bold predictions and the transformative journey ahead!
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AI Adoption Is Happening Faster Than Expected
- The AI shift in wealth management is in early innings but accelerating rapidly across months, not years.
- Agentic and generative AI are moving use cases from productivity tools to business-model transformation.
Start Small With Sticky Use Cases
- Start with small, high-impact use cases like note-taking and meeting prep to build adoption quickly.
- Prioritize tools that can access client data so advisors can act in the moment and scale value.
AI Elevates The Advisor's Human Role
- AI can shift advisors from data-assemblers to high-value human thought partners during life-changing moments.
- That shift deepens client relationships and increases advisor relevance despite wider access to data.