North American Advisors See Growth Outlook Holding Firm as AI and Generational Change Reshape the Business of Advice, says Natixis Investment Managers Survey

North American financial advisors are optimistic about sustained growth, reporting a 12% increase in assets under management over the past year and anticipating further gains. Despite geopolitical uncertainties driving some clients to hold more cash, advisors are increasingly looking to AI-driven self-directed tools to stay competitive. A significant 40% view these tools as their biggest threat within five years, highlighting a transformative shift driven by both technological advancements and generational changes in the industry. This outlook underscores the evolving landscape of financial advice and the increasing role of technology in shaping client interactions and service delivery.