Mark Whitcroft outlines ten core trends which he believes drive AI adoption and use in financial advice in 2026...
Is 2026 going to be the year that artificial intelligence (AI) use evolves from experimentation to becoming part of the plumbing of advice firms? That is the conversation we have been having with our adviser customers, who see the meaningful productivity benefits of the technology but want to know what else it can do. In short, the question now is not whether AI can help, but how. To help answer it, I believe there are ten core trends which we will see drive AI adoption and use in financial advice in 2026. 1. From point solutions to connected ecosystems AI adoption will continue to...
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