Wealth Management Talent Shortage: Focus on Family Office Services (2026)
The paradox of AI in wealth management is more complex than most people realize. While headlines predict a future where algorithms replace human advisors, the real crisis lies in the shrinking pool of qualified professionals who serve ultra-high-net-worth clients. At a recent Goldman Sachs forum, Cresset CEO Susie Cranston highlighted a critical truth: the talent shortage isn’t in the investment advisory space, but in the adjacent services that underpin wealth management for the super-wealthy. This revelation challenges the industry’s assumptions about automation and human necessity.
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