Balancing Automation & Personalization - Lessons from RIA Edge 2026
SoftPak’s Shah Anas and CMO Erica Landry recap RIA Edge Nashville: AI anxiety, advisor capacity, tightening custodian referral networks, and why RIA differentiation cannot wait much longer.
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Episode Overview
In this episode, we explore how growing RIAs are rethinking their operating model as AI and automation move from experiment to infrastructure. Our guests share what actually changed once they automated rebalancing and reporting, where AI still falls short, and how they're preparing their teams for the next five years of growth.
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