Two key insights that can help set you apart:
- What next-generation clients want
Why younger clients are asking for more, and the #1 driver of loyalty. - How AI is raising the bar for client relationships
And how AI-savvy clients could be even more loyal.
3 in 4 investors already use AI for financial tasks
76% would still want a human advisor even if AI could answer most of their questions
Nearly two-thirds of Gen Z and Millennial clients say poor technology or a clunky digital experience would influence a decision to switch advisors.
9 in 10 investors are satisfied with the value they receive from their advisor
Are AI users more likely to leave their advisor?
According to Betterment's 2026 Advisor Survey, the opposite is true. Seventy-six percent say they’d still want a human advisor even if AI could answer most of their financial questions.
Curious how your practice stacks up?
Let's walk through the insights together and see how Betterment can help you raise the bar with the next generation of clients.
