Key Trends and Concerns for Investors in 2025
WiserAdvisor
JUNE 17, 2025
Want some numbers to back that up? According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. The role of a financial advisor is just as important as ever.
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