BridgeWise Says 78.3% Use AI for Investment Queries as 45.7% Become Power Users
Updated
Updated · WealthBriefingAsia · Jul 7
BridgeWise Says 78.3% Use AI for Investment Queries as 45.7% Become Power Users
1 articles · Updated · WealthBriefingAsia · Jul 7
Summary
78.3% of 2,100 employed adults across 19 countries already use AI for investment-related queries, prompting BridgeWise to say adoption has passed a definitive tipping point.
45.7% are already power users, consulting AI always or often for investment information, while BridgeWise’s index found Middle Eastern respondents most confident, ahead of Asia, North America and Europe.
Advisors say that shift is changing client behavior: families now run fund letters, K-1s and tax documents through AI before meetings and arrive with pre-formed views.
That is pushing advisors toward checking AI-generated first drafts and catching errors rather than doing all the initial legwork, even as privacy risks rise when clients feed sensitive financial data into consumer tools.
The findings add to evidence that AI use in wealth management is spreading across age groups and turning digital, self-directed financial research into a standard part of client preparation.
Beyond validating AI, what truly human skill will justify a financial advisor's existence in the next decade?
With the EU's AI Act compliance deadline just weeks away, are wealth firms truly prepared for the new rules?
When AI-driven financial advice fails, who is legally to blame: the user, the advisor, or the algorithm?
How AI Is Transforming Wealth Management in 2026: Key Metrics, Barriers, and the Human Factor
Overview
As of mid-2026, the wealth management sector is undergoing a profound transformation, driven by the widespread and accelerating adoption of AI in investment research. Demand for AI solutions is firmly established, and success now depends on how well individuals can leverage AI-driven insights. The competitive landscape is shifting, with a clear divide between those who access specialized, wealth-native intelligence and those who cannot. Investors in North America and Europe are increasingly using AI to boost efficiency, highlighting a global trend where AI integration is redefining investment expertise and shaping the future of wealth management.