Demographic shifts in RIAs and clients indicate a shift in tech-forward thinking, but with varied degrees of focus, according to Betterment’s 2025 Advisor Survey.
The financial advisory industry is in the process of significant demographic shifts. A younger generation of advisors who are more tech-forward, combined with clients who expect seamless digital platforms and AI integration, require independent advisors to…
Article Source
http://www.investmentnews.com/ria-news/gen-z-millennials-see-most-ai-value-in-automation-administrative-tasks-report/261953
