Advisor resources

Practice management

Clients are already using AI to research finances—here’s how advisors can help

More people are asking chatbots about financial questions. In fact, 75% of investors surveyed in Betterment Advisor Solutions’ 2026 Survey, based on responses from 1,001 U.S. investors who currently work with a financial advisor, said they used AI at least occasionally for financial queries. But ...5 min read

Dana KarlsonSr. Manager Copy & Content

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