Financial Planning
 
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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
July 17, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Each month in our Financial Advisor Confidence Outlook survey we ask custom questions about the state of the industry. This month, we found that around four in 10 advisors are at least moderately concerned about aspects of their role being replaced by AI. And half of respondents think AI will reduce the number of advisors needed in the market within the next five years.

Are you worried? Let me know — [email protected].

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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4 in 10 advisors worry that AI will replace them
 
The digital advice space is expected to grow to $1 trillion by 2020, according to a report.
 
Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.
 
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