AI in Wealth Management

What the Smartest People Are Thinking

Essays, reports, and speeches on AI in financial services — curated and summarized.


EM
EssayUniversity of Pennsylvania·Feb 15, 2026

The Managerial Revolution — How Leaders Can Unlock AI's Real Gains

Ethan Mollick · One Useful Thing

The competitive advantage isn't having AI — it's knowing which human decisions AI should never replace, and building institutional clarity around that.

JH
SpeechNVIDIA·Jan 22, 2026

AI is the New Electricity — Jensen Huang at Davos 2026

Jensen Huang · World Economic Forum — Davos 2026

The banks that own their inference infrastructure will compound their AI advantage over time. The banks that rent it will always be one pricing change away from losing their edge.

MI
ReportMcKinsey & Company·Jan 20, 2026

The State of AI in 2025: Crossing the Chasm from Pilot to Scale

McKinsey Global Institute · McKinsey Global Institute

The gap between AI leaders and laggards is no longer about access to the technology — it is about the organizational muscle to deploy it at scale. That muscle is built through discipline, not enthusiasm.

DI
ReportDeloitte·Dec 10, 2025

The AI-Augmented Advisor: How AI Will Reshape Wealth Management by 2030

Deloitte Insights · Deloitte Insights

The hybrid advisor model — human judgment continuously informed by AI — will be the dominant competitive format within five years. The window to build this capability is closing.

BI
ReportBoston Consulting Group·Nov 8, 2025

AI in Financial Services 2025: From Experimentation to Competitive Differentiation

BCG Henderson Institute · BCG Henderson Institute

The firms adding AI to their existing products are buying time, not competitive advantage. The firms rebuilding their products around AI are building a moat that will be very hard to cross.

DA
EssayAnthropic·Oct 12, 2025

Machines of Loving Grace — How AI Could Transform the World for the Better

Dario Amodei · Dario Amodei Personal Blog

The question for every financial services leader is not whether AI will replace parts of their business — it will. The question is whether they will be the ones building what replaces it.

SA
EssayOpenAI·Sep 23, 2025

The Intelligence Age

Sam Altman · Sam Altman Personal Blog

The organizations that will win the Intelligence Age are those that figure out what they want to do more of — not less — with the intelligence they now have access to.