Osaic: AI to Revolutionize Investment Research, Not Replace Human Advisors
At Osaic’s 2026 NXT Conference in Boston, executives highlighted the transformative role of artificial intelligence in financial advisory services. Shannon Reid, Osaic’s head of advisor growth, stated that AI will soon handle heavy lifting in investment research and selection, helping advisors meet Regulatory Best Interest obligations more efficiently. While predicting that AI could eventually make investment selections faster than anticipated, Reid emphasized that human oversight remains essential, rejecting the notion that AI will replace human advisors. The conference also underscored the rapid adoption of AI tools among Osaic’s network, with CEO Jamie Price noting record uptake. Alongside technological advancements, Osaic is fostering community through face-to-face meetups, aiming to strengthen peer-to-peer sharing and local connections among advisors. Executives John DiMonda and Erinn Ford described these events as crucial for building tangible results through intangible networking. The discussion reflects a broader industry trend where AI enhances client relationships and operational efficiency, while human interaction continues to play a pivotal role in trust-building and complex decision-making within the wealth management sector.
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Osaic: AI to Revolutionize Investment Research, Not Replace Human Advisors
At Osaic’s 2026 NXT Conference in Boston, executives highlighted the transformative role of artificial intelligence in financial advisory services. Shannon Reid, Osaic’s head of advisor growth, stated that AI will soon handle heavy lifting in investment research and selection, helping advisors meet Regulatory Best Interest obligations more efficiently. While predicting that AI could eventually make investment selections faster than anticipated, Reid emphasized that human oversight remains essential, rejecting the notion that AI will replace human advisors. The conference also underscored the rapid adoption of AI tools among Osaic’s network, with CEO Jamie Price noting record uptake. Alongside technological advancements, Osaic is fostering community through face-to-face meetups, aiming to strengthen peer-to-peer sharing and local connections among advisors. Executives John DiMonda and Erinn Ford described these events as crucial for building tangible results through intangible networking. The discussion reflects a broader industry trend where AI enhances client relationships and operational efficiency, while human interaction continues to play a pivotal role in trust-building and complex decision-making within the wealth management sector.
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