Vista-backed study shows RIAs plan advisor hiring spree as AI boosts capacity - XLF News | RalliesVista-backed study shows RIAs plan advisor hiring spree as AI boosts capacity
X
XLF• AI seen expanding advisor capacity and supporting hiring
- Vista Equity Partners-backed research found most RIAs expect AI to expand advisor capacity, supporting headcount growth over the next two years.
- Surveyed firms most often planned to add junior advisors (73%), client service associates (67%), senior advisors (56%).
- About 64% reported lower manual and administrative workloads from AI adoption; 46% cited better client communication quality.
- AI maturity remained early-stage: 50% of firms ranked “Exploring,” 38% “Scaling,” 12% “Leading” under the study’s framework.
- AI-specific spending was projected to rise to 15% of technology budgets in 2026 from 8%, reflecting a shift toward scaled deployment.
OMC
•
