Adoption
Dispatches on adoption for AI agents in financial services.
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Dispatches on this topic
- The AI Adopters Raised AUM per Advisor 22%. They Are Also the Private-Credit Cohort.
Astraeus read 6,384 Form ADV filings and found that RIAs disclosing AI use grew assets per advisor at nearly twice the rate of everyone else. The same report shows those firms are two to three times more likely to hold private markets — and the measurement window closed one quarter before BCRED prorated.
- Eleven Percent Shipped an Agent. The Launch Calendar Says Everyone Did.
WealthManagement.com surveyed 377 advisors and found 11% with an agent in production and 21% not using agentic AI at all — while the vendor launch cadence runs months ahead of that number. The Schumpeterian read: the gale is not decided at the announcement, it is decided at the pilot-to-production threshold. Here is what an agent should optimize for to be on the shipping side of it, and which 21% gets reallocated.
- A Budget Line Is Not a Price: What $8.6T in Assets Can't Measure About Its Agents
F2 Strategy surveyed 40 firms holding $8.6 trillion in assets: 67% now carry AI as a dedicated budget line, up from 14% a year earlier, and most have no method for measuring what it returns. Where firms did measure, 68% found 25% efficiency gains in the workflows they targeted. A budget line is not a price — and an agent should not wait for someone else to build the feedback loop.