How Artificial Intelligence is Re-Shaping the Business of Wealth Management

About this episode

This episode discusses how RIAs are leveraging AI to enhance productivity and efficiency in wealth management.

Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, they discuss how AI is also being used to improved data collection, client...

People in this episode

Host: Mark Bruno

Guest: Parker Ence

Topics covered

• Artificial Intelligence
• Wealth Management
• Productivity
• Efficiency
• Data Collection

Keywords

• Artificial Intelligence
• wealth management
• productivity
• efficiency
• data collection

Mentioned in this episode

Organizations: Jump, Emigrant

More episodes of RIA+

• Reinventing the Model: Jim Dickson on the Future of Partnership · May 5, 2026 · 32 min
• The “Dangerous Middle” — And How RIAs Can Scale Through It · March 23, 2026 · 57 min
• Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel · February 12, 2026 · 45 min
• The Big Picture: How AI Will Re-Shape the Business of Wealth Management · December 16, 2025 · 54 min
• An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing · October 15, 2025 · 55 min
• The 10% Rule: The New Rule of Organic Growth · August 13, 2025 · 33 min