2029 – The Great AI Financial Services Disruption

Live Webinar June 23, 2026 at 02:00 PM EST

The AI disruption in financial services will not happen all at once. It is already happening unevenly. Today, AI is broad but shallow. By 2029, it will be embedded deeply into the infrastructure of leading advisory enterprises. That transition will widen the gap between practices that can scale and practices that remain dependent on manual work, founder knowledge, and relationship gravity. For advisors with tech-challenged books of business, this may be the monetization window: the period when the practice is still highly salable, buyer demand remains strong, and the discount for being on the wrong side of the AI divide has not yet fully arrived.