InspereX data suggests that while artificial intelligence (AI) is widely used for operational tasks, advisers remain cautious about delegating product selection and portfolio recommendations.

InspereX reported findings from its Spring 2026 Pulse Survey, conducted among 783 financial advisers, indicating a broad expectation that AI will reshape the advisory landscape over the coming years. Around 70% of advisers reported using at least one AI tool According to InspereX, 78% of respondents believe advisers who fail to adopt AI tools within the next three to five years will face a competitive disadvantage, while 68% expect those embracing AI to outperform firms relying on traditiona