RIAs Keen on Tech But Not Ready for AI: Schwab – Financial Advisor IQ

Advisors see tech and artificial intelligence as key drivers of change in the industry, but most think AI's potential is not being fully tapped, a Charles Schwab survey found.
Registered investment advisors are well aware that technology — and, more specifically, artificial intelligence — will play a huge role in reshaping the wealth management industry, and they’re keen to integrate it into their business, but most say they’re not quite ready for it, according to a new survey.
The […]
RIAs Keen on Tech But Not Ready for AI: Schwab – Financial Advisor IQ