---
title: The Impact of AI on the Wealth Management Industry
description: Mark Casady of Vestigo Ventures and Charles Smith of EY discuss how artificial intelligence is transforming wealth management, technology strategy, and advisor capabilities.
image: https://content.investmentsandwealth.org/hubfs/janfeb-article3.png
---

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Investments & Wealth Review - Number 01, 2026

# The Impact of AI on the Wealth Management Industry

Admin

Artificial intelligence (AI) is poised to deliver a lasting and significant transformation to wealth management, extending far beyond traditional fintech or robo-advisory models. This article features an expert conversation with leaders from Vestigo Ventures and EY on how AI is reshaping the financial advisor’s practice and value proposition. It highlights why evaluating AI’s capabilities and integrating them into advisory workflows is no longer optional, but a strategic necessity.

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