AI Might Finally Level the Playing Field for Advisors, Brokers

Published on May 20, 2026

AI is unlikely to replace wealth managers — at least not in the foreseeable future. But it now has the power to expose the gaps between genuine, client-first investment advice and other approaches in a way the industry has not yet seen. In this sense, it is poised to become the great equalizer that levels the playing field in ways current regulations do not.

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