Justin Whitehead on the Schwab Network | 2026 'Narrative Shift' in Wealth Management A.I. Adoption

Interview

Dec 11

Written By Pebble

Wealth management's A.I. adoption is something Justin Whitehead sees growing that includes a "narrative shift" coming in 2026. He talks about 2025 as the year of "internal function" for firms while the coming year will turn to expansion. Justin shares his point of view as a fintech firm CEO.

Watch the full interview here on the Schwab Network.

Justin WhiteheadInterviewWealth Management

Pebble

Justin Whitehead on the Schwab Network | 2026 'Narrative Shift' in Wealth Management A.I. Adoption

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