Inside the AI Adoption Playbook of a $32 Billion RIA
Many wealth management firms are asking the same question: How do you move from experimenting with AI to implementing it at scale?
SEIA’s Advait Kulkarni believes the answer has less to do with the technology itself and more to do with the foundation underneath it—a perspective he recently shared with @Mike Byrnes in Rethinking65. Strong data. Thoughtful governance. Well-defined processes. Without those elements in place, even the most sophisticated AI tools can struggle to deliver meaningful value.
Advait discusses how firms can build an AI strategy that strengthens workflows, improves data quality, and supports responsible innovation, without losing sight of the human judgment and oversight clients depend on. Read the full article here: https://rethinking65.com/inside-the-ai-adoption-playbook-of-a-32-billion-ria/
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