AI In Wealth 2026 Research Brief Library
Brief No. 01: The State of AI in Wealth Management:
Your clients are already ahead of the industry’s AI conversation. Brief No. 01 of the AI in Wealth 2026 Research Series reveals that affluent Americans are not just open to AI-assisted advice — many now expect their advisor to understand it, explain it, and use it responsibly. Based on a national study of 1,000 investors with $100,000+ in investable assets, this first brief breaks down the headline findings every advisor needs to know: 67% of affluent Americans are open to AI-assisted financial guidance, 76% of advised clients are comfortable with their advisor using AI, and 79% say they would feel more comfortable if their advisor proactively explained how AI is being used. Download the brief to see why trust, transparency, and outcomes are becoming the new competitive edge in AI-enabled advice.
Brief No. 02: The AI Comfort Spectrum
Clients aren’t saying yes or no to AI — they’re drawing lines. Brief No. 02 of the AI in Wealth 2026 Research Series reveals exactly where affluent Americans are comfortable with AI in the advisor relationship, where they hesitate, and where human accountability becomes non-negotiable. Based on a national study of 1,000 investors with $100,000+ in investable assets, this brief introduces the AI Comfort Spectrum: a practical framework that separates “green zone” tasks like scheduling, education, and paperwork from more sensitive areas like financial planning, asset allocation, avatars, and automated trading. Download the brief to see where clients have already given advisors permission to move forward, where they need more communication, and how to sequence AI adoption without putting trust at risk.
