Despite facing significant business challenges, financial advisers are still optimistic about growth prospects, says Natixis Investment Managers survey

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Natixis Investment Managers released a survey showing financial advisers remain optimistic about growth despite market volatility and industry disruption. The report highlights AI as both a productivity tool and a competitive threat, with many advisers already using it for emails, notes, summaries, and portfolio analysis. It also shows advisers are worried about younger investors preferring digital advice and about the coming wave of adviser retirements. The findings point to a clear shift in how advisory firms will need to compete, automate, and plan succession over the next few years.

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