Kristie Edling-Day

Kristie Edling-Day, the CIO for Advisor Technology at LPL Financial, leads the charge in integrating AI into wealth management. She discusses the exciting transition from traditional methods to AI-driven solutions that streamline workflows for over 30,000 advisors. Kristie highlights how AI enhances advisor-client relationships, optimizes client onboarding, and navigates compliance challenges. With innovations like partnerships with tech giants, LPL aims to transform the financial advisory landscape while ensuring human advisors remain central to the process.