Around 41% of Gen Z and Millennials are willing to let AI help manage their investments, highlighting a generational shift in how people approach financial services. As trust in AI grows and the technology delivers increasingly sophisticated services at lower costs, younger investors may become more willing to rely on AI-powered tools rather than traditional financial professionals. If this trend continues, it could reshape the wealth management industry, making investment advice more accessible while challenging the traditional advisor model.
Source: World Economic Forum; 07/01/2025
This graph was produced by Lucas Juery, CFA, CFPⓇ and is not intended to provide financial advice.
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