Date of Award
Spring 5-11-2026
Document Type
Undergraduate Honors Thesis
Degree Name
Bachelor of Business Administration in Finance
Department
Finance
Advisor
Daniel Roccato, MBA, CPM
Abstract
The past few decades have molded our contemporary financial experiences and have forced financial advisors to plan for a career-altering pivot in the near future. Over the last fifty years, wealth advisors have seen dozens of incidents known as “extinction-level events”, described as the two-way path a consultant faces when new technological advancements occur. We used data collected from real-world financial advisors, client service associates, and academic publications to assess the next big turning point of the industry, Artificial Intelligence, and how it both differs and relates to other developments of this caliber within the industry, such as the rise of the Internet. As of now, AI seems to be gearing up for a significant invasion of the wealth management industry, and advisors everywhere are worried it could mean an end to their careers as they know them.
Digital USD Citation
George, Nick, "Technology’s Historical Impact on the Wealth Management Business and How Advisors Plan to Evolve Around Career Challenges Posed by Artificial Intelligence" (2026). Undergraduate Honors Theses. 157.
https://digital.sandiego.edu/honors_theses/157
Copyright
Copyright held by the author