Bloomberg Surveillance · Tuesday, September 29, 2026
Oner Erzan from Bernstein Private Wealth believes that while AI can be an enabler and scaler for financial advisors, it will not replace the human element in client relationships. He emphasizes that AI is a tool in the toolbox to help advisors be their best selves, particularly for families with complex needs, where human judgment, trust, and relationships remain paramount.
“AI is definitely an enabler and a scaler of what we can do. Ultimately, our goal is to provide the best seat to the advisor. We want the advisors to be the best versions of themselves. And we see AI as one of the tools in the toolbox that enable them to be the best advisor for their clients' holistic needs.”
“So it's a tool. Ultimately, again, we believe in human judgment. We believe in the relationships. We believe in trust. that the clients put in us and there's a huge human component and I don't see AI replacing that for many families with complex needs today.”