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September 2024 NAPFA Advisor Magazine - Full Issue
NAPFA Advisor | Sept. 2024
Issue: September 2024

Full Issue

 

INSIDE THIS ISSUE

TECHNOLOGY

  

The Impact of AI and Technology on RIAs
By Leila Shaver
The advent of AI and advanced technology has significantly transformed the financial services industry, bringing forth both opportunities and challenges. Registered investment advisers (RIAs) are at the forefront of this transformation, but with these advancements come critical compliance, legal, and data privacy considerations RIAs must navigate to mitigate risks and liabilities.

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TECHNOLOGY