Natixis Says North American Advisors Face Accelerated Change Despite 12% AUM Growth
Updated
Updated · Joplin Globe · Jun 24
Natixis Says North American Advisors Face Accelerated Change Despite 12% AUM Growth
2 articles · Updated · Joplin Globe · Jun 24
Summary
North American financial advisors posted average assets-under-management growth of 12% over the past year, yet Natixis says the advice business is entering a faster period of disruption.
Market volatility, AI-powered competition and a generational wealth transfer are pushing advisors to rethink how they grow, scale operations and protect client relationships.
Natixis’s broader survey of 2,950 advisors found 71% are already implementing AI and 74% say it frees up more client time, even as 43% expect AI-enhanced DIY tools to become their biggest competitor within five years.
The findings point to a business model shift in which growth alone may not be enough, with firms needing to adapt technology and service strategies as client expectations and competitive pressures change.
As advisors bet on AI for growth, are markets ignoring the risks of AI-driven herd behavior?
If AI handles data and portfolios, what human skills will justify paying a financial advisor?
With AI giving financial advice but no legal liability, who is responsible for algorithmic mistakes?
AI Disruption and Human Value: 76% of Advisors Expect AI to Shape Markets for 20 Years—Natixis 2026 Global Survey Insights
Overview
The financial advice industry is experiencing a major transformation, with Artificial Intelligence (AI) emerging as the main catalyst for change. According to the Natixis Investment Manager’s 2026 global survey, AI is profoundly reshaping the competitive landscape, advisory practices, and client expectations. Financial advisors now face a complex mix of disruptors, including uncertain markets and deeper structural shifts, where AI stands out as a key driver. As a result, advisors must adapt to these changes by rethinking traditional models and embracing new technologies to stay relevant and meet evolving client needs.