Welcome back to “Ask an Advisor,” the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to wealth management — or even advice on advising.
The wealth management world is rapidly adopting AI tools in the workplace.
The 2025 T3/Inside Information Software Survey found that more than 4 in 10 (41%) advisors are using one or more search or generative AI tools today. They’re using it to save time transcribing notes and sending emails, to onboard clients, to generate client leads and more.
WATCH: The tools advisors say they love at FP’s ADIVSE AI conference
But as technology advances rapidly, the tools are changing, new tools are coming to market and the use cases are expanding. When ChatGPT entered the picture, it was a fun tool to play with and its answers might be a great starting point for someone treating it like a search engine. Today, AI is doing much, much more.
We asked advisors about the tools they’re using today, what they’re getting from them and how they use them. Find their answers below.
READ MORE: The easy AI tools that any advisor can use
