Upcoming Investments

The AI-driven next step in how advisors manage investments may be coming “faster than any of us think,” says Osaic’s Shannon Reid. The AI tidal wave was front and center at Osaic’s 2026 NXT Conference in Boston this week, with the giant network of broker-dealers and registered investment advisors giving a glimpse into the technology’s big, bold future. Shannon Reid, Osaic’s head of advisor growth and engagement, foresees a world where AI does a lot of the heavy lifting around investment research and even selection. “AI is going to make...