Financial Advisers Bet on AI and Succession Amid Market Turmoil
Event summary
- Natixis Investment Managers surveyed 2,950 advisers across 23 countries in March-May 2026.
- Advisers project 11.9% AUM growth next year and 12.8% annually over three years.
- 43% see AI-enhanced DIY tools as their biggest future competitor, vs. 11% citing other advisers.
- 77% view adviser retirements as an opportunity to grow assets.
- 71% of advisers are already implementing AI in their practices.
The big picture
Financial advisers face a dual challenge: defending against digital disruption while capitalizing on an ageing adviser workforce transition. The survey reveals a strategic pivot toward AI adoption and younger client acquisition, but success hinges on proving human expertise remains irreplaceable in volatile markets. Natixis Investment Managers' findings underscore how structural shifts—demographic changes and technological innovation—are reshaping advisory services at scale.
What we're watching
- Competitive Realignment
- How financial advisers will adapt their value propositions as AI-driven DIY tools capture more market share, particularly among younger investors.
- Succession Challenges
- Whether the industry can attract enough younger talent to replace retiring advisers and maintain continuity in client relationships.
- AI Integration Risks
- The pace at which advisers overcome implementation hurdles of AI tools while balancing efficiency gains with client trust concerns.