Story thread · 3 reports / 3 sources

How AI is raising client expectations of financial advisors

kq2.com · 4hShare

Ask financial advisors whether their clients have noticed the AI assistant sitting in on their planning meetings, and the honest answer is no — but clients are noticing the benefits. Emotionally intelligent advisors drive nearly two times the sentiment lift of their peers (17.5% vs. 9%), according to Jump‘s 2026 Financial Advisor Insights Report. The post How AI is raising client expectations of financial advisors appeared first on KQ2 | St. Joseph, Missouri News, Weather & Sports .

First report: Advisor Sentiment Index: Advisors Remain Optimistic, For Now — wealthmanagement.com, 1d