62% of Advised Investors Report Higher Satisfaction, Pressuring Advisors to Improve Communication and AI Use
Updated
Updated · SmartAsset · Jun 16
62% of Advised Investors Report Higher Satisfaction, Pressuring Advisors to Improve Communication and AI Use
3 articles · Updated · SmartAsset · Jun 16
Summary
62% of investors using financial advisors report higher satisfaction than those relying on friends and family, while advised clients are half as likely to feel financially stressed, citing 2025 TIAA Institute/MIT AgeLab and Vanguard research.
86% of advised clients also reported greater peace of mind, reinforcing that clients want more than portfolio management—they expect advisors to explain complex issues clearly and provide emotional steadiness during volatile markets.
85% of high-value clients said more frequent, personalized communication would boost confidence, and 88% said communication affects whether they stay with an advisor, according to a 2024 YCharts survey.
71% of consumers expect advisors to use AI for at least one professional purpose, with clients most comfortable with automation for research, analysis and meeting summaries rather than replacing human advice.