As you’re no doubt abundantly aware, artificial intelligence is everywhere in wealth management right now.
Every conference agenda seems to feature it. Every week brings another platform launch, another integration or another promise of greater efficiency, better client outcomes or a more scalable business model.
The challenge for advisory firms is no longer finding AI solutions. It is understanding which technologies genuinely add value, which problems they solve, how firms are actually using them in practice and what good implementation looks like in the real world.
That is why Modern American Advisor is launching the AI Adoption Project 2026.
Over the coming months, the project will explore how advisory firms are evaluating, implementing and governing artificial intelligence through independent editorial coverage, industry research and live discussion.
The initiative will include:
- Founder interviews
- Client success stories
- Product spotlights
- Industry research
- Survey findings
- The WealthTech Leaders Webinar
The project will culminate in a dedicated WealthTech & AI Special Report published as part of our Future Proof coverage.
Why Now?
Recent industry research suggests AI adoption among RIAs has more than doubled over the past two years, yet most firms remain in the early stages of implementation. The challenge facing many advisory businesses is no longer whether AI matters, but how to evaluate, implement and govern it effectively. The AI Adoption Project has been created to help advisors navigate that journey.
Explore The AI Adoption Project:
Interested In Participating?
Whether you are an advisor, wealth manager or technology provider, we would love to hear from you.
If you would like to contribute to the survey, participate in the webinar or discuss being featured within the project, please contact:
