Research On AI In The Wealth Management Industry In 2026
Your Clients Are Ready for AI.
Is Your Firm?
Research studies from Matt Reiner reveal what affluent Americans actually think about AI, trust, privacy, and the future of financial advice.
Download Brief No. 01
Get the first brief in Matt Reiner’s AI in Wealth 2026 Research Series and see what affluent Americans actually think about AI in financial advice.
Download Brief No. 02
Get the second brief in Matt Reiner’s AI in Wealth 2026 Research Series and see where clients are comfortable with AI — and where they need more communication from their advisor.
AI and Client Preferences
Discover how AI is reshaping client expectations and advisor roles in wealth management.
51% of affluent Americans are comfortable with AI executing trades automatically - but one key move changes everything.
76% of affluent Americans currently using an advisor are comfortable with their advisor using AI.
+27pp is the average comfort with AI lift when an individual is already working with a trusted advisor.
AI in Wealth 2026 Research Series
Brief No. 01 — The State of AI in Wealth Management
Status: Available Now. Dive into the current landscape of AI in wealth management and its implications for advisors.
Brief No. 02 — The AI Comfort Spectrum
Status: Available Now. Explore the green, yellow, and red zones of client comfort with AI.
Brief No. 03 — The Advisor Relationship: How AI Changes What Clients Expect From Humans
Status: Coming Soon. Understand the evolving expectations clients have from advisors in an AI-driven world.
Brief No. 04 — Next-Gen Investors: What Gen Z Will Demand From Future Advisors
Status: Coming Soon. Learn about the unique needs and preferences of Gen Z investors.
Brief No. 05 — The HNW Client: How Wealth Level Shapes AI Attitudes
Status: Coming Soon. Examine how high-net-worth clients perceive AI in wealth management.
Brief No. 06+
Status: Coming Soon. 7 additional briefs releasing monthly through 2026.
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