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Applied AI·April 23, 2026·1 min read

Raymond James CEO: Focusing on Tech, Products, AI

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Wealth management is quietly becoming an AI product business—when a firm like Raymond James talks about tech and AI as core to “holistic advice,” they’re signaling margin pressure on human-only advisory. If you’re a financial advisor, your defensible edge has to move to trust, niche expertise, and distribution, not spreadsheet work.