AI adoption in wealth management has reached an inflection point – and many firms still underestimate the speed of change.
Lisa Salvi is Managing Director, Business Consulting & Education at Charles Schwab, which supports more than 16,000 independent RIAs representing over $5 trillion in assets. Her team helps advisory firms design their growth strategies, technology stacks, and operating models for the future.
In this episode of Innovation Spotlight, Lisa discusses how AI adoption is evolving across advisory firms and why leaders must move from experimentation to strategy.
In this conversation:
- Why AI adoption across advisory firms is accelerating rapidly – and what the data shows
- The shift from experimentation to strategic implementation
- How advisory leaders can guide their firms through the AI transition
Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era. Explore more Innovation Spotlight episodes.
