Name: Why Advisors Should Embrace AI
Uploaded: 2025-12-04T16:01:00Z
Duration: 1 min 15 s
Description: Artificial intelligence will not replace great financial advisors, but advisors who don’t use AI will be replaced by those who do, says Tony Carpentieri, a Merrill Lynch private wealth advisor.

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Artificial intelligence will not replace great financial advisors, but advisors who don’t use AI will be replaced by those who do, says Tony Carpentieri, a Merrill Lynch private wealth advisor.

https://m.wsj.net/video/20251204/37aca010-385c-4d32-b0b5-ba1982dbb5f4/1/hls/manifest-hd-wifi.m3u8

Why Advisors Should Embrace AI

Looking forward, do you see any big changes where the financial advisor is gonna have to adapt and continue to expand their capability, and what areas are those?

So I hate to use the buzzword, but artificial intelligence is here, and it's faster than you and I can give it credit for. And if I was, you know, here today and someone said, "Look out 15 years from now," I would say, I don't think that artificial intelligence will replace really great financial advisors. What I do think is that if financial advisors are not using artificial intelligence, they will replace those advisors that don't. And so I think AI is sort of, you know, it's on our side, and it could be a great co-piloting, you know, tool for us in terms of how we develop relationships. And that could be as simple as portfolio monitoring, right, and re reallocation, it could be cash flow modeling for clients and families. And then when I think about, you know, AI in general, I do think that it's great for the culture fit of a team, because it will only create velocity for a team. So again, execute faster.