AI Adoption Set to Rise Amongst Advisors
RIAs were the most likely of any intermediary channel to report using AI tools at 56%. In addition, 78% of RIAs said their firm did not have written policies on the use of AI, compared to just 35% of regional, independent, and bank advisors.
Windows into Wealth Management, Q2 2025: RIAs drive active ETF adoption
ETFs were either the most popular vehicle or were tied for the most popular across intermediary channels in the 2024 survey. That figure, however, soars among RIAs; 81% of advisors in the channel stated that ETFs were their preferred vehicle.
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Rep Movement Report: Movement to Independent, RIA Channels Driving Change
These trends signal an industry increasingly defined by fee-based models, regulatory-driven accountability, and the need for advisors to balance transactional flexibility with fiduciary standards.