From Data to Decisions: Building an AI-Ready RIA

Every wealth management firm is talking about AI - yet only a few are truly prepared to capitalize on it. Emigrant's Mark Bruno sits down with Addepar's Janeen France in this episode of RIA+ to discuss the foundational work required before AI can deliver meaningful value. Their conversation covers data strategy, operational readiness, leadership, and the cultural shifts that separate firms experimenting with AI from those building sustainable competitive advantages through smarter technology and better organizational execution.