{"id":711084,"date":"2026-06-18T08:07:09","date_gmt":"2026-06-18T08:07:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/711084\/"},"modified":"2026-06-18T08:07:09","modified_gmt":"2026-06-18T08:07:09","slug":"ai-native-infrastructure-for-rias","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/711084\/","title":{"rendered":"AI-Native Infrastructure for RIAs"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth management industry. Over the next five years, RIAs will see tech-enriched workflows including agentic automation of manual processes and more holistic advisor-client relationships enabled by unified client views\u2014but these advances require purpose-built AI infrastructure to support business growth. <\/p>\n<p>Key implementation challenges include fragmented vendor stacks and data environments that demand organizational data cohesion beyond simple data lakes. Stevenson recommends starting with high-friction, high-ROI use cases tied to rich datasets to build reusable AI capabilities, noting that smaller firms may move faster due to simpler technology environments. Success depends on codifying the firm&#8217;s data layer to enable scalable, intelligent automation.<\/p>\n","protected":false},"excerpt":{"rendered":"Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth management&hellip;\n","protected":false},"author":2,"featured_media":711085,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-711084","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/711084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=711084"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/711084\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/711085"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=711084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=711084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=711084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}