AI's Impact on Advice Roles
According to Heather Hopkins, AI is not replacing advice roles, but rather reinventing them.
Despite external factors and the rise of AI, adviser confidence remains strong in 2025, as revealed in the annual deep dive into the driving forces shaping the advice profession.
Firms are not replacing people with AI, but instead re-evaluating backfills when someone leaves, indicating a shift in how they approach staffing.
AI isn't decimating advice roles - it's reinventing them
Author summary: AI reinvents advice roles in 2025.
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