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The Advisor Survey 2024

We asked 500 independent advisors with $10 to $250 million in AUM to share what’s driving their growth—and they didn’t disappoint. The first-ever Betterment Advisor Solutions Survey is packed with insights into this fast growing segment, industry trends, and tips to find success.

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A glimpse into the key findings

  • The rise of the Millennial continues. Millennial investors are quickly becoming high-value clients, and they have expectations and standards that differ from previous generations. 
  • AI and technology are widespread. Four out of five advisors use AI in some capacity. Among those who don’t, 64% intend to. And technology is critical to growth as advisors look to build their practices efficiently.
  • Tech allows advisors to offer better client experiences. 43% of advisors said that with more time, they would focus more hours on financial planning and meeting with current clients.
  • Retirement is critical, not optional, business. More than 80% of advisors are managing 401(k) plans, and of those who aren’t, the majority intend to.
Betterment Advisor Solutions - Advisor Survey 2024

Download the survey