How to Actually Use AI in Wealth Management
In this episode of Zephyr’s Adjusted for Risk podcast, host Ryan Nauman welcomes Mohan Gurupackiam, CIO at Steward Partners, to discuss how wealth management’s view of AI has shifted from curiosity and pilots to operationalization with governance and safe scaling. Mohan explains how firms are using AI as part of an advisor’s daily operating system—supporting meeting prep and automation, opportunity identification, communications, and eliminating non-value work—while noting investment research adoption remains limited due to trust. They cover key obstacles including data foundations…
The skinny
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