The looming advisor shortage in US wealth management

The looming advisor shortage in US wealth management

As Seen on LinkedIn

@Work Wednesday: Advisors + AI = Scalable Growth & Better Outcomes

“Alone we can do so little, together we can do so much.” – Helen Keller

She probably wasn’t talking about the intersection of financial advisors and artificial intelligence—but the message applies.

Today, the workplace savings space demands personalized advice at scale. But with an aging advisor population and a projected shortfall of 100,000 advisors by 2034 (McKinsey & Companyhttps://lnkd.in/gmcgbsE3), the traditional model can’t keep up. “Democratizing” advice sounds great—but how, exactly?

💡 Enter AI—not as a replacement, but as a force multiplier.

According to the World Economic Forumhttps://lnkd.in/g3wKatZk – AI-driven advisor support can help create a more equitable financial future—where every employee, regardless of income or complexity, can access real financial planning.

TIFIN @Work continues to build for that future – where:
⚙️ Hyper-personalized employee experiences are native
🔍 Advisor-led, tech-powered guidance is a given
🚀 Scalable engagement for firms ready to grow is delivered

This isn’t theory—it’s already in motion. If you’re building for what’s next in workplace savings, let’s connect. Contact me directly and visit us at https://lnkd.in/eaH75VWC

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