Younger clients showed openness for the technology, but comfort plunges among those over 50, signalling communication challenges for providers.

Investor scepticism toward the use of artificial intelligence (AI) in financial advice remains widespread, according to findings released by Cerulli Associates. 38% of affluent investors describe themselves as at least somewhat comfortable with AI The firm found that only 38% of affluent investors describe themselves as at least somewhat comfortable with AI technology, a proportion largely unchanged from the 39% recorded in 2024. The results form part of The Cerulli Edge -US Retail Investor