Survey: 90% Of Advisors Say AI Will Redefine – Not Replace – Their Role

Benzinga_recent_news03-23 02:31

Earlier this year, we looked at the boundaries advisors were drawing when it comes to AI, where they trust it, and where they don't. The takeaway was clear: advisors are embracing AI for efficiency, ...

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The takeaway was clear: advisors are embracing AI for efficiency, ...</p>\n\n<a href=\"https://www.benzinga.com/personal-finance/financial-advisors/26/03/51397229/survey-advisors-say-ai-will-redefine-not-replace-their-role\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Survey: 90% Of Advisors Say AI Will Redefine – Not Replace – Their Role</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSurvey: 90% Of Advisors Say AI Will Redefine – Not Replace – Their Role\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-23 02:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/personal-finance/financial-advisors/26/03/51397229/survey-advisors-say-ai-will-redefine-not-replace-their-role><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier this year, we looked at the boundaries advisors were drawing when it comes to AI, where they trust it, and where they don't. The takeaway was clear: advisors are embracing AI for efficiency, ...</p>\n\n<a href=\"https://www.benzinga.com/personal-finance/financial-advisors/26/03/51397229/survey-advisors-say-ai-will-redefine-not-replace-their-role\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"https://www.benzinga.com/personal-finance/financial-advisors/26/03/51397229/survey-advisors-say-ai-will-redefine-not-replace-their-role","article_id":"2621247745","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/03/22/AI--artificial-intelligence.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/personal-finance/financial-advisors/26/03/51397229/survey-advisors-say-ai-will-redefine-not-replace-their-role","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2621247745","pubTimestamp":1774204260,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Advisors embrace AI for efficiency, but not decision-making. Surveys show clients expect more personalized advice while AI handles tasks, yet tech limitations hinder its potential.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4543":"AI","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","AI":"C3.ai, Inc.","BK4528":"SaaS概念","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","BK4588":"碎股","BK4023":"应用软件","BK4585":"ETF&股票定投概念"},"translate_title":"调查：90%的顾问表示人工智能将重新定义而不是取代他们的角色","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIYY":0.6,"AI":0.9},"content_text":"Earlier this year, we looked at the boundaries advisors were drawing when it comes to AI, where they trust it, and where they don't. The takeaway was clear: advisors are embracing AI for efficiency, but not for decision-making.\nThat framing still holds. But new data suggests the bigger story isn't about what advisors won't hand off to AI — it's about what that handoff is making possible.\nA new survey from Advisor360° finds that 90% of advisors don't expect AI to make their role obsolete in the next decade. Still, nearly 70% expect meaningful changes in responsibilities, and one in five anticipate a smaller advisor headcount.\nThose responsibilities include developing more of a personalized client experience, while using AI for time-intensive tasks such as tax planning, portfolio modeling, and retirement income.\nIn fact, 92% of advisors report that clients now expect more holistic, multi-dimensional advice, beyond investments. In practice, this means the \"figuring out\" can increasingly be handled by AI, leaving advisors to guide clients through life transitions, market stress, and complex decisions.\nGenerational differences matter too. Younger clients assume technology is embedded in the experience; they care more about responsiveness and personalization. Older clients often prioritize trust and human judgment. AI amplifies the expectations of both groups — just in different ways.\nThe limiting factor isn't advisor willingness, it's the technology itself. Two-thirds of advisors say their current systems need improvement, particularly around integration and AI capabilities. Satisfaction with firm technology is declining, suggesting that without smarter tools, the potential of AI to expand services may remain unrealized.\nThe takeaway isn't that AI will someday redefine advice. It's that it's already redefining where advisors are most valuable — handling the heavy lifting so humans can do what machines can't: guide, empathize, and coach through life's uncertainties.\nPhoto: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2621247745","isCrawlerRequest":true}