AI Is Coming for Wealth Management—Will Advisors Be Ready? with Karl Roessner

About this episode

Karl Roessner discusses the impact of AI on wealth management and how it can enhance advisor efficiency while maintaining trust.

Karl Roessner , CEO of Vestmark , makes the case that AI’s real promise in wealth management is not just faster workflows, but more time for the work advisors are actually built to do. From meeting prep and proposal generation to portfolio monitoring and client service, he sees agentic AI pushing firms toward a model where advisors can act more quickly, personalize more effectively, and spend less of the day buried in operational tasks. But Roessner is clear that speed cannot come at the expense of trust. As custom models, tax-aware UMAs, alternatives, and new wealthtech tools reshape the advisor experience, he argues that the winning platforms will be the ones that simplify—not crowd—the advisor’s screen. For firms trying to keep up with the next wave of wealthtech, the challenge is choosing technology that can evolve quickly while still feeling stable, scalable, and built around client outcomes. Resources: Vestmark Source

People in this episode

Guest: Karl Roessner

Topics covered

• AI in wealth management
• advisor workflows
• client service
• wealthtech tools
• personalization

Keywords

• AI
• wealth management
• advisors
• client outcomes
• technology

Mentioned in this episode

Organizations: Vestmark

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