401(k) Real Talk Episode 196: June 10, 2026

Published on June 10, 2026

Open, honest and candid discussion about May job growth, a national clearinghouse for lost accounts, AI everything, Wealthies finalists and opportunities and challenges for record keepers.

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AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More

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If advisors cannot scale their capacity through headcount, the argument goes, they will scale it through tools. AI-driven meeting documentation, automated client follow-up, portfolio rebalancing, and compliance review will allow each advisor to serve more clients without sacrificing service quality.