09.26.25

More Than Half of Advisors Already Use AI

by: Judy Hartnett

Millennials and Gen Z are reshaping wealth management, demanding digital-first, convenient and transparent advisory experiences. With trillions set to transfer from Baby Boomers in the Great Wealth Transfer, advisors face pressure to adapt. Betterment’s 2025 Advisor Survey shows younger clients prefer tech-driven interactions, while a new generation of tech-savvy advisors are embracing AI to streamline administrative tasks and enhance strategic client engagement. Over half of advisors now use AI to track industry trends, though 65% express concern about AI competition.

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