Wealth Management EDGE: AI Pyramid and UHNW Transfer

Zoe Financial CEO Andres Garcia-Amaya described an AI pyramid with three stages: search and discovery, repeatable skills, and agentic. Most wealth firms are at the base, using AI to replace Google Search and automate tasks. Heather Pelant of Cresset questioned whether the industry faces a demographic shift or a fundamental redesign amid the great wealth transfer.