AI Vendors, RIAs Struggle With Temptation to 'AI Everything'
Key takeaways
- Accompanying the rise of generative and agentic AI has been an explosion in the number of service providers touting their AI bona fides.
- According to Sanctuary Wealth Chief Technology Officer Bob Coppola, trying to ensure firms “stay in (their) lane” is becoming a challenge when dealing with some AI-forward providers.
- For Coppola and others at the conference, one of the biggest pitfalls in integrating AI vendor tools was maintaining legible data.
AI Vendors, RIAs Struggle With Temptation to 'AI Everything' (L-R): BNY Pershing's Noam Tasch, Citi's Kristen Mountford, Beacon Strategies' Chip Kispert and Sanctuary Wealth's Bob Coppola Photo by Patrick Donachie Patrick Donachie Sat, June 6, 2026 at 12:02 AM GMT+7 4 min read You can find original article here Wealth Management. Subscribe to our free daily Wealth Management newsletters.
Artificial intelligence has been the unavoidable focus of attention for firm leaders, retail advisors and conference attendees this year, as firms contend with how best to integrate the potential promise AI holds into their workflows.
Accompanying the rise of generative and agentic AI has been an explosion in the number of service providers touting their AI bona fides. However, some technology experts (including those in AI-based vendors) are warning providers and firms alike to be wary of a kind of mission creep in offering AI solutions to all problems.