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Why the best RIAs are using AI to grow assets, not just cut costs

Writer · published 3 September 2026

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https://www.mckinsey.de/industries/financial-services/our-insights/asset-management-2025-the-great-convergence
mckinsey.de
https://www.pwc.com/id/en/media-centre/press-release/2026/english/pwc-2025-global-asset-and-wealth-management-report.html
pwc.com
https://www.cerulli.com/press-releases/billion-dollar-rias-accelerate-ai-and-data-investments-to-drive-next-stage-growth
cerulli.com
https://www.oliverwyman.com/our-expertise/insights/2025/oct/mergers-and-acquisitions-fueling-wealth-and-asset-management.html
oliverwyman.com
https://www.echelon-partners.com/wp-content/uploads/2026/03/FY-Annual-2024-ECHELON-2024-RIA-MA-Deal-ReportVF.pdf
echelon-partners.com
https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048
cerulli.com
https://www.msci.com/research-and-insights/research-reports/2026-wealth-trends
msci.com
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