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This session examines how advisors are adopting AI today, where they’re seeing the strongest early impact, and how the landscape is evolving from simple productivity gains to more advanced agentic workflows. Attendees will leave with a grounded view of what matters most now, where to begin, and how to prepare for more transformative AI capabilities ahead.
As a senior consultant for Schwab Advisor Services, Nick Mancini provides strategic and hands-on guidance to help investment advisors strengthen their technology, operations, cybersecurity, and Artificial Intelligence capabilities. With over 25 years of experience, Nick began his career at Charles Schwab, later joining Envestnet Tamarac, and eventually founded a business intelligence consulting and reporting firm, reinforcing his commitment to empowering advisors with innovative technology solutions.
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