In this episode of GydeBites, host Prasanna Vaidya speaks with Aradhna Mangla about how AI is changing wealth management through personalized advice, smarter portfolio management, and improved advisor productivity. They discuss why governance, compliance, and human oversight are becoming critical as AI takes on a larger role in financial decision-making.
The conversation explores how firms can move beyond AI pilots, establish accountability, and build trusted AI systems that support both advisors and clients.
This episode offers valuable perspectives for leaders looking to adopt AI responsibly while delivering better outcomes in wealth management.
Disclaimer: The views expressed in this episode are Aradhna’s own and do not reflect those of EY or its member firms. Any frameworks or research referenced are independent views. To explore her published work, visit aradhnamangla.com or find her research on
SSRN.
Questions covered in this episode:
How is AI changing wealth management today?
Which AI use cases are delivering the most value in wealth management?
What are the key principles of AI governance in wealth management?
How can firms balance AI innovation with compliance and trust?
How will AI shape the future of wealth advisors?
