4 in 10 advisors are concerned about AI replacing them

Around four in 10 advisors are at least moderately concerned about aspects of their role being…

Advisor confidence positive for the first time in six months

Financial advisors’ confidence levels have risen out of negative territory for the first time in half…

Financial advisors more comfortable using AI at home than work

Most financial advisors use generative artificial intelligence at least occasionally, but they generally feel more comfortable…

Advisor confidence rising, but still underwater overall

Financial advisors’ confidence levels have continued to rebound but remain in the red overall. That’s the…

Allocate or avoid? Advisors weigh in on the recent gold rush

Gold has staged an impressive rally this year, surging past Goldman Sachs’ 2025 forecast to briefly…

Advisor confidence rebounds slightly from all-time lows

After reaching new lows last month, financial advisors’ confidence levels have rebounded slightly but remain generally…