The next generation of wealth management advisors is optimistic about the prospects of digital and AI to improve financial advice. In March 2018, we surveyed 351 advisors across the U.S. on the state of digital in wealth management advice. The majority of respondents were aged 25 to 45, and most self-identified as early adopters of technology.
What attracted our attention was the tech-savvy professionals’ nuanced view of digital thinking and technology when it comes to advisory services. They have a natural feel for the business advantages that arise when machine intelligence augments and extends the human touch.