Wealthtime: 28% of clients use AI tools to support financial advice
Wealthtime research finds that 28% of surveyed clients already use AI tools to support financial advice. The result was published on 1 September 2026.
Who is affected and how
- banking professional
- In advisory conversations, expect that the client may already have received preliminary advice from AI.
- retail customer
- Advice from AI does not carry the accountability of a regulated adviser.
Sources
- Wealthtime Research Reveals 28% of Clients Now Use AI Tools to Support Financial Adviceff news · Sep 1, 2026
- Wealthtime Research Reveals 28% of Clients Now Use AI Tools to Support Financial Advice | FF Newsffnews.com · Sep 1, 2026
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