Evolution of the Brokerage Industry: From Pure Brokerage to Financial Planning and the Rise of AI

The future lies in a hybrid model that integrates AI’s analytical capabilities with the human advisor’s ability to build relationships and provide personalized advice. Advisors who adapt to this new reality—focusing on HNW clients, leveraging technology, and delivering exceptional service—will thrive in the age of AI. Those who fail to evolve risk being left behind as the industry continues to transform.