The financial advisory sector is undergoing a significant transformation as the adoption of artificial intelligence (AI) tools accelerates. A recent survey conducted by ISS Market Intelligence in June 2025, part of its “Advisor Pulse” series, revealed that nearly half (48%) of the 466 financial advisers surveyed are already utilizing AI tools, with an impressive 87% planning to integrate such tools within the next year. ISS Market Intelligence, which shares ownership with PLANADVISER under ISS STOXX, highlights a pivotal moment for advisers as they increasingly embrace technological advancements.
Among the various types of advisers, registered investment advisers (RIAs) reported the highest usage of AI tools at 56%. This figure is approximately 20% higher than that of wirehouse advisers, as well as regional, independent, and bank advisers. Notably, the survey indicated a discrepancy in policy development regarding AI use; while 78% of RIAs cited a lack of written policies on AI, only 35% of regional, independent, and bank advisers reported the same issue.
In exploring how advisers are leveraging AI, the survey highlighted several key applications. These include generating written and visual content, conducting general research and brainstorming, and assisting in investment recommendations and portfolio construction. As AI technologies continue to evolve, their capabilities are becoming more integral to the advisory process.
Despite the optimistic outlook on AI integration, the survey also identified significant concerns among both users and non-users of AI tools. A prevalent issue cited was a lack of understanding regarding AI capabilities, which poses a barrier to adoption. Additionally, advisers expressed challenges related to the integration of AI tools with existing systems, alongside resistance from their respective advisory firms.
The findings from ISS Market Intelligence reflect broader trends within the financial advisory industry, where the demand for enhanced efficiency and client engagement is driving the adoption of innovative technologies. As advisers recognize the potential of AI to streamline operations and improve client service, the urgency to develop structured policies around AI usage becomes increasingly critical.
Looking ahead, the landscape of financial advising is expected to shift dramatically as more firms embrace AI tools. The growing trend suggests that those who adapt to these technological changes could gain a competitive edge in an evolving marketplace. The emphasis on AI not only highlights the necessity for advisers to enhance their technological literacy but also underscores the vital need for clear frameworks guiding the implementation of such tools.
See also
Finance Ministry Alerts Public to Fake AI Video Featuring Adviser Salehuddin Ahmed
Bajaj Finance Launches 200K AI-Generated Ads with Bollywood Celebrities’ Digital Rights
Traders Seek Credit Protection as Oracle’s Bond Derivatives Costs Double Since September
BiyaPay Reveals Strategic Upgrade to Enhance Digital Finance Platform for Global Users
MVGX Tech Launches AI-Powered Green Supply Chain Finance System at SFF 2025
