63% of advisers have clients using AI tools, and quality concerns persist
Research by the lang cat among 175 advisers found that nearly two-thirds (63%) have clients who use AI tools for their finances. Advisers remain concerned about clients receiving AI-supported guidance.
Who is affected and how
- banking professional
- In client conversations, expect clients to bring AI-generated suggestions, and address them openly.
- retail customer
- It is worth discussing AI answers with your adviser as well.
Sources
- Advisers remain concerned about clients using AI tools to support advicemoneymarketing.co.uk · Aug 27, 2026
- Almost two-thirds of advisers say clients are using AI for financial advice - FTAdviserftadviser.com · Aug 28, 2026
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