Shannon Rosic

Dynasty CTO Leslie Norman explores what it takes to move AI beyond experimentation and into the everyday operating system of an RIA. Shannon Rosic,Director of WealthStack Content and Solutions,Informa Connect As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale.

As AI lowers the barrier to building technology, reshapes custodial competition, and raises new regulatory risk, RIAs must decide what to build, what to govern, and what only a human advisor can deliver. AI is changing more than how wealth management firms build technology. It is reshaping vendor relationships, regulatory exposure, custodial competition and the value clients expect from a human advisor.

calendar_month Date: Aug 27, 2026 schedule Time: 2:00 pm EDT Estate planning gives advisors a fuller picture of the client, not simply a fuller picture of their assets. When advisors understand a client’s family structure, intentions, fears, responsibilities and legacy priorities, they can move from managing a portfolio to advising the entire household.