Opinionagentswealth managementadvisor360governance
Wealth Managers Embed AI Into Workflows
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7.1
Mat Mathews of Advisor360° writes on March 24, 2026, that AI must be embedded into advisor workflows to transform wealth management. Citing the 2026 Connected Wealth Report, he notes 74% of advisors view AI positively while 93% insist on final approval and 55% cite compliance concerns. He recommends co-pilot implementations, strict data hygiene, and formal governance for safe scaling.
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