Rockefeller, Janus Henderson Say AI Will Augment Advisors

Rockefeller Capital Management and Janus Henderson announced last week plans to integrate Anthropic’s Claude family of language models and other AI tools into advisor workflows. Both firms said the systems will support research, client outreach and communications while leaving final decisions to human advisors.

Janus Henderson plans to work with Anthropic and AI start-up Percepta to develop research and client-engagement tools for outreach, third-party data assessment and personalized communications. The firm will provide Claude Code to engineering teams and Cowork to employees. CEO Ali Dibadj wrote that the focus is on delivering enhanced investment performance and client service rather than on cutting costs, and that human staff will remain the ultimate decision-makers. Janus Henderson added that the systems will be rolled out under AI governance rules covering data, security and compliance.

Rockefeller said it will embed AI features directly into advisory workflows as part of a new wealth management platform. The firm said Claude will extend the depth of insight available to advisors. CEO Gregory Fleming wrote that trust and professional judgment are central to client relationships and that the technology is intended to strengthen those elements, not replace them.

The announcements come amid wider discussion about AI’s effect on white-collar work. Anthropic’s CEO has forecast that AI could remove a large share of white-collar roles over several years, and a University of Cambridge study estimated workplace AI use could rise from roughly 24% to about 81% by 2030.

Karen Barr, president and CEO of the Investment Adviser Association, noted that aggregate employment through 2025 rose even as firms shifted the types of positions they hire for. She said some workers are leaving roles while employers recruit AI specialists.

A spring survey of 300 financial advisors by a wealthtech provider found 8% feared their jobs were at risk from AI, while 90% did not. Many advisors reported interest in using AI for tasks such as tax planning and retirement-income analysis.

Both Janus Henderson and Rockefeller described internal controls for data handling, security and model oversight. Engineering and technology teams will operate within governance frameworks to monitor AI outputs, and both firms stated that compliance and final judgment will remain human responsibilities.

The firms framed their deployments as tools to support advisors’ work by speeding routine analysis, personalizing client messages and helping evaluate third-party data, while maintaining human oversight and governance as the technology is introduced into daily advisory processes.