industry-trends
Everything we've published on industry-trends.
industry-trends
4 articlesThe advisor capacity crunch: the math behind review automation
Firms are growing clients and assets while the advisor workforce ages and shrinks at the bottom. The benchmarking and demographic data explain why review automation stopped being a nice-to-have and became a capacity necessity.
Where advisor time actually goes — and why meeting prep is the target
Advisors spend under 20% of their time in client meetings and 5.3 hours a week preparing for them. The time-allocation data is the clearest case for why pre-meeting prep — not advice itself — is the part of the workflow worth compressing.
The small-RIA segment: who they are and how they actually adopt AI
The typical advisory firm serving individuals runs on 8 employees and $424M in assets. That structural fact — not vendor marketing — explains how small RIAs adopt AI, and why their path looks nothing like an enterprise rollout.
The state of AI adoption among independent RIAs in 2026
AI adoption among independent RIAs more than doubled in two years, but most firms are still experimenting at the individual level. Here's what the market data says about where advisor AI actually stands — and where the spend is going.