09.11.26

AI Fuels Some RIA Hiring Plans, Dampens Others

by: Dan Shaw

AI adoption is changing hiring priorities at registered investment advisors, with firms more likely to add client-facing roles than back-office positions. A Cerulli Associates survey of 68 firms found that 73% plan to hire junior advisors, 67% client associates and 56% senior advisors over the next two years, compared with 23% planning to hire administrators, 18% marketers and 15% compliance specialists. Half of respondents remain in what was termed the “exploring” stage of AI adoption, while 38% are "scaling" and 12% "leading."

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