A recent survey by Evergreen.ai reveals that nearly two-thirds of Americans with financial advisors have consulted AI chatbots about their finances, with 42% acting on the advice without consulting their advisor. This suggests AI is layering on top of professional advice without sufficient scrutiny. In contrast, a Canadian survey by Global X Investments Canada Inc. and National Bank Direct Brokerage shows a more balanced approach. Eighty-four percent of DIY investors use AI or finfluencers in their investment process, but 95% of Gen Z users question AI-generated financial advice. Hybrid investors, who work with advisors while also investing independently, report that 96% would reconsider acting on AI or finfluencer recommendations if their advisor advised against it. Stephanie Wolfe of Global X notes that advisors remain the most trusted source for fact-checking, and clients often use AI to research content from finfluencers before consulting their advisor. A Financial Planning Standards Board report indicates mixed effects: 21% of financial planners say AI use increases the need to contextualize information, while 19% report more collaborative discussions. Only 6% say AI decreases client engagement. The surveys suggest that AI is fostering a more participatory investment approach, particularly among younger Canadians, and strengthening trust in advisor-client relationships through informed discussions.

"You don't know what you don't know." That's what popped into my mind when I saw this data. 81% of this company's workforce are the front-line consultants delivering directly to clients. Within that...

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Hi there, it's Peter Winick. I'm the founder and CEO at Thought Leadership Leverage. And here's the idea I'd like to share with you today, and that's this: when you're engaging with a potential…

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